Truist Financial
DRSK icon

Truist Financial’s Aptus Defined Risk ETF DRSK Stock Holding History

Truist Financial’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
-14,687
Closed -$431K – 2653
2020
Q4 		$431K Buy
+14,687
New +$442K ﹤0.01% 1928

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

Truist Financial's DRSK Position: Q1 2021 in Review

Truist Financial sold out of Aptus Defined Risk ETF (DRSK) in Q1 2021, closing a stake of 14,687 shares — an estimated $431K sold.

Truist Financial first reported a position in DRSK in Q4 2020 and held it in 1 quarter. The position peaked at $431K in Q4 2020. 46 funds tracked by Wall St. Rank hold DRSK as of Q1 2021.

  • Truist Financial reported no remaining Aptus Defined Risk ETF position as of Q1 2021 after selling out during the quarter.
  • Truist Financial sold 14,687 Aptus Defined Risk ETF shares in Q1 2021, an estimated $431K.
  • Truist Financial first reported a position in Aptus Defined Risk ETF in Q4 2020 and held it in 1 quarter.
  • Truist Financial's Aptus Defined Risk ETF position peaked at $431K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.