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Vise Technologies’s Aptus Defined Risk ETF DRSK Stock Holding History

Vise Technologies’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
Q4 		$724K Buy
+26,380
New +$738K 0.06% 329

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return

Vise Technologies's DRSK Position: Q4 2024 in Review

Vise Technologies opened a new position in Aptus Defined Risk ETF (DRSK) in Q4 2024: 26,380 shares worth $724K. The stake represents 0.06% of the portfolio and ranks #329 among its holdings.

81 funds tracked by Wall St. Rank hold DRSK as of Q4 2024.

  • Vise Technologies held 26,380 shares of Aptus Defined Risk ETF worth $724K as of Q4 2024.
  • Aptus Defined Risk ETF was a new Vise Technologies position in Q4 2024.
  • Aptus Defined Risk ETF made up 0.06% of Vise Technologies's portfolio in Q4 2024, its #329 holding.
  • 81 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2024.

Based on Vise Technologies's 13F filing for Q4 2024, filed 18 Feb 2025.