WealthPLAN Partners’s Aptus Defined Risk ETF DRSK Stock Holding History

WealthPLAN Partners’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	-2,463	Closed	-$61.2K	–	511
2023 Q2	$61.2K	Buy	2,463 +221	+10%	+$5.61K	0.01%	479
2023 Q1	$58.2K	Sell	2,242 -12,851	-85%	-$332K	0.01%	527
2022 Q4	$390K	Buy	+15,093	New	+$387K	0.03%	284
2022 Q1	$9.26M	Sell	342,825 -482,310	-58%	-$13.6M	0.64%	57
2021 Q4	$23.4M	Buy	825,135 +20,543	+3%	+$599K	1.54%	12
2021 Q3	$23.3M	Buy	804,592 +52,572	+7%	+$1.55M	1.55%	11
2021 Q2	$22.3M	Sell	752,020 -4,212	-0.6%	-$124K	1.57%	13
2021 Q1	$22.3M	Buy	756,232 +35,988	+5%	+$1.06M	1.73%	12
2020 Q4	$21.3M	Buy	720,244 +50,609	+8%	+$1.52M	1.81%	12
2020 Q3	$20.6M	Buy	669,635 +3,361	+0.5%	+$104K	2.01%	9
2020 Q2	$20.5M	Buy	+666,274	New	+$19.8M	2.12%	9

Other funds holding DRSK

Aptus Capital Advisors Fairhope, Alabama $11.9B 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 $1.57B 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