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Money Concepts Capital’s Aptus Defined Risk ETF DRSK Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-255
Closed -$6.53K – 1097
2022
Q4 		$6.53K Buy
+255
New +$6.54K ﹤0.01% 2221

Other funds holding DRSK

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Money Concepts Capital's DRSK Position: Q1 2023 in Review

Money Concepts Capital sold out of Aptus Defined Risk ETF (DRSK) in Q1 2023, closing a stake of 255 shares — an estimated $6.53K sold.

Money Concepts Capital first reported a position in DRSK in Q4 2022 and held it in 1 quarter. The position peaked at $6.53K in Q4 2022. 62 funds tracked by Wall St. Rank hold DRSK as of Q1 2023.

  • Money Concepts Capital reported no remaining Aptus Defined Risk ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 255 Aptus Defined Risk ETF shares in Q1 2023, an estimated $6.53K.
  • Money Concepts Capital first reported a position in Aptus Defined Risk ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Aptus Defined Risk ETF position peaked at $6.53K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.