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

Momentum 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
2022
Q4 		$1.72M Buy
67,301
+6,420
+11% +$165K 1.75% 14
2022
Q3 		$1.55M Buy
60,881
+4,000
+7% +$106K 1.71% 14
2022
Q2 		$1.5M Buy
+56,881
New +$1.53M 1.68% 16

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return

Momentum Advisors's DRSK Position: Q4 2022 in Review

Momentum Advisors increased its Aptus Defined Risk ETF (DRSK) stake by 11% in Q4 2022, buying an estimated $165K and bringing the position to 67,301 shares worth $1.72M. The position accounts for 1.75% of the portfolio, ranked #14.

Momentum Advisors first reported a position in DRSK in Q2 2022 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold DRSK as of Q4 2022.

  • Momentum Advisors held 67,301 shares of Aptus Defined Risk ETF worth $1.72M as of Q4 2022.
  • Momentum Advisors bought 6,420 Aptus Defined Risk ETF shares in Q4 2022, an estimated $165K.
  • Aptus Defined Risk ETF made up 1.75% of Momentum Advisors's portfolio in Q4 2022, its #14 holding.
  • Momentum Advisors first reported a position in Aptus Defined Risk ETF in Q2 2022 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.