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WFA of San Diego’s Aptus Defined Risk ETF DRSK Stock Holding History

WFA of San Diego’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
2020
Q3 		– Sell
-119,953
Closed -$3.29M – 112
2020
Q2 		$3.29M Buy
+119,953
New +$3.56M 0.77% 25

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
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WFA of San Diego's DRSK Position: Q3 2020 in Review

WFA of San Diego sold out of Aptus Defined Risk ETF (DRSK) in Q3 2020, closing a stake of 119,953 shares — an estimated $3.29M sold.

WFA of San Diego first reported a position in DRSK in Q2 2020 and held it in 1 quarter. The position peaked at $3.29M in Q2 2020. 30 funds tracked by Wall St. Rank hold DRSK as of Q3 2020.

  • WFA of San Diego reported no remaining Aptus Defined Risk ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 119,953 Aptus Defined Risk ETF shares in Q3 2020, an estimated $3.29M.
  • WFA of San Diego first reported a position in Aptus Defined Risk ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's Aptus Defined Risk ETF position peaked at $3.29M in Q2 2020.
  • 30 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.