Axim Planning & Wealth ETF Ser Solutions Aptus Define Transaction History

Axim Planning & Wealth

$83.5 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$25.22 - $26.73 $86,958 - $92,165	3,448 Added 32.42%	14,083 $375,000
Q4 2023 Jan 25, 2024	SELL	$22.7 - $25.39 $226,704 - $253,569	-9,987 Reduced 48.43%	10,635 $268,000
Q3 2023 Nov 01, 2023	BUY	$23.24 - $25.38 $82,153 - $89,718	3,535 Added 20.69%	20,622 $480,000
Q2 2023 Jul 19, 2023	SELL	$24.7 - $26.11 $66,245 - $70,027	-2,682 Reduced 13.57%	17,087 $424,000
Q1 2023 Apr 26, 2023	SELL	$25.32 - $26.32 $42,486 - $44,164	-1,678 Reduced 7.82%	19,769 $513,000
Q4 2022 Feb 08, 2023	SELL	$25.0 - $26.28 $137,375 - $144,408	-5,495 Reduced 20.4%	21,447 $549,000
Q3 2022 Nov 14, 2022	SELL	$25.33 - $27.42 $9,194 - $9,953	-363 Reduced 1.33%	26,942 $684,000
Q2 2022 Oct 13, 2022	BUY	$25.92 - $27.88 $707,745 - $761,263	27,305 New	27,305 $718,000

Others Institutions Holding DRSK

# of Institutions

61

Shares Held

25.1M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

6.77M
Shares

$192 Million
3.5% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.68M
Shares

$75.8 Million
0.1% of portfolio
Sugarloaf Wealth Management, LLC

2.31M
Shares

$65.4 Million
13.56% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.15M
Shares

$60.9 Million
7.7% of portfolio
Integrated Wealth Concepts LLC

2.04M
Shares

$57.8 Million
0.78% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

Ticker DRSK
Sector ETFs
Industry ETFs

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