Lido Advisors
DRSK icon

Lido Advisors’s Aptus Defined Risk ETF DRSK Stock Holding History

Lido Advisors’s Portfolio DRSK Stock Details DRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,606
Closed -$264K – 1249
2023
Q2 		$264K Sell
10,606
-6,183
-37% -$157K ﹤0.01% 993
2023
Q1 		$436K Buy
+16,789
New +$434K ﹤0.01% 730

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Lido Advisors's DRSK Position: Q3 2023 in Review

Lido Advisors sold out of Aptus Defined Risk ETF (DRSK) in Q3 2023, closing a stake of 10,606 shares — an estimated $264K sold.

Lido Advisors first reported a position in DRSK in Q1 2023 and held it in 2 quarters. The position peaked at $436K in Q1 2023. 46 funds tracked by Wall St. Rank hold DRSK as of Q3 2023.

  • Lido Advisors reported no remaining Aptus Defined Risk ETF position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 10,606 Aptus Defined Risk ETF shares in Q3 2023, an estimated $264K.
  • Lido Advisors first reported a position in Aptus Defined Risk ETF in Q1 2023 and held it in 2 quarters.
  • Lido Advisors's Aptus Defined Risk ETF position peaked at $436K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.