WealthPlan Investment Management’s Aptus Defined Risk ETF DRSK Stock Holding History

WealthPlan Investment 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
2023 Q3	–	Sell	-3,181	Closed	-$79.1K	–	208
2023 Q2	$79.1K	Sell	3,181 -6,652	-68%	-$169K	0.02%	169
2023 Q1	$255K	Sell	9,833 -5,260	-35%	-$136K	0.04%	146
2022 Q4	$392K	Buy	15,093 +369	+3%	+$9.46K	0.03%	280
2022 Q3	$386K	Buy	+14,724	New	+$391K	0.03%	272
2022 Q1	$9.26M	Buy	+342,825	New	+$9.7M	0.64%	57

Other funds holding DRSK

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return