Axim Planning & Wealth ETF Ser Solutions Aptus Define Transaction History

Axim Planning & Wealth

$88.8 Million
Q3 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

70

Shares Held

33.8M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

7.81M
Shares

$219 Million
3.52% of portfolio
Integrated Wealth Concepts LLC

3.48M
Shares

$97.4 Million
1.26% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$79.8 Million
0.11% of portfolio
Brookstone Capital Management

2.79M
Shares

$78.1 Million
1.31% of portfolio
Sugarloaf Wealth Management, LLC

2.34M
Shares

$65.5 Million
13.42% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

Ticker DRSK
Sector ETFs
Industry ETFs

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