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Simplicity Solutions’s Aptus Defined Risk ETF DRSK Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-124,181
Closed -$3.65M – 593
2020
Q4 		$3.65M Buy
124,181
+69,675
+128% +$2.1M 0.05% 272
2020
Q3 		$1.68M Buy
54,506
+6,062
+13% +$187K 0.03% 374
2020
Q2 		$1.46M Buy
+48,444
New +$1.44M 0.03% 369

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions's DRSK Position: Q1 2021 in Review

Simplicity Solutions sold out of Aptus Defined Risk ETF (DRSK) in Q1 2021, closing a stake of 124,181 shares — an estimated $3.65M sold.

Simplicity Solutions first reported a position in DRSK in Q2 2020 and held it in 3 quarters. The position peaked at $3.65M in Q4 2020. 46 funds tracked by Wall St. Rank hold DRSK as of Q1 2021.

  • Simplicity Solutions reported no remaining Aptus Defined Risk ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 124,181 Aptus Defined Risk ETF shares in Q1 2021, an estimated $3.65M.
  • Simplicity Solutions first reported a position in Aptus Defined Risk ETF in Q2 2020 and held it in 3 quarters.
  • Simplicity Solutions's Aptus Defined Risk ETF position peaked at $3.65M in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.