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Smartleaf Asset Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Smartleaf Asset Management’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
2024
Q1 		– Sell
-447
Closed -$11.3K – 1858
2023
Q4 		$11.3K Buy
+447
New +$10.7K ﹤0.01% 752

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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Smartleaf Asset Management's DRSK Position: Q1 2024 in Review

Smartleaf Asset Management sold out of Aptus Defined Risk ETF (DRSK) in Q1 2024, closing a stake of 447 shares — an estimated $11.3K sold.

Smartleaf Asset Management first reported a position in DRSK in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 49 funds tracked by Wall St. Rank hold DRSK as of Q1 2024.

  • Smartleaf Asset Management reported no remaining Aptus Defined Risk ETF position as of Q1 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 447 Aptus Defined Risk ETF shares in Q1 2024, an estimated $11.3K.
  • Smartleaf Asset Management first reported a position in Aptus Defined Risk ETF in Q4 2023 and held it in 1 quarter.
  • Smartleaf Asset Management's Aptus Defined Risk ETF position peaked at $11.3K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2024.

Based on Smartleaf Asset Management's 13F filing for Q1 2024, filed 3 May 2024.