Purchases and Sales Made in Q1 2022 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q1 2022. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DEFINE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.01M+ 10.61% |
$28M - $29M
|
10.5M
$290M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
427K+ 137.89% |
$11.9M - $12.3M
|
737K
$20.3M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
343KNew |
$9.55M - $9.9M
|
343K
$9.47M
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
289KNew |
$8.05M - $8.34M
|
289K
$7.98M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
287K+ 799.43% |
$7.99M - $8.29M
|
323K
$8.91M
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
240K+ 8.41% |
$6.68M - $6.92M
|
3.09M
$85.4M
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
132K+ 6.65% |
$3.67M - $3.8M
|
2.11M
$58.3M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
131KNew |
$3.64M - $3.78M
|
131K
$3.61M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
73.3KNew |
$2.04M - $2.12M
|
73.3K
$2.02M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
66.6KNew |
$1.86M - $1.92M
|
66.6K
$1.84M
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
58K+ 43.61% |
$1.62M - $1.68M
|
191K
$5.27M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
44.5K+ 4.65% |
$1.24M - $1.28M
|
1M
$27.6M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
41.8K+ 56.16% |
$1.16M - $1.21M
|
116K
$3.21M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
40.5K+ 17.22% |
$1.13M - $1.17M
|
276K
$7.61M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
39.6KNew |
$1.1M - $1.14M
|
39.6K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36.6KNew |
$1.02M - $1.06M
|
36.6K
$1.01M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
34.4K+ 520.91% |
$958K - $993K
|
41K
$1.13M
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
26.1K+ 4.54% |
$727K - $754K
|
601K
$16.6M
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
17.6K+ 22.36% |
$489K - $507K
|
96.1K
$2.65M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14K+ 19.35% |
$390K - $405K
|
86.4K
$2.39M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
12.7KNew |
$354K - $367K
|
12.7K
$351K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.86K+ 17.04% |
$275K - $285K
|
67.7K
$1.87M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.93K+ 15.14% |
$221K - $229K
|
60.3K
$1.67M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.25K+ 15.08% |
$90.6K - $93.9K
|
24.8K
$685K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.24K+ 24.71% |
$90.2K - $93.5K
|
16.3K
$451K
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 16.94% |
$77.8K - $80.6K
|
19.3K
$532K
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.78KNew |
$77.3K - $80.2K
|
2.78K
$76.6K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.4K+ 15.72% |
$39.1K - $40.5K
|
10.3K
$285K
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
1.25K+ 4.25% |
$34.7K - $36K
|
30.6K
$844K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22KNew |
$34K - $35.2K
|
1.22K
$33.7K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22KNew |
$34K - $35.2K
|
1.22K
$33.7K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
617New |
$17.2K - $17.8K
|
617
$17K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
401+ 1.59% |
$11.2K - $11.6K
|
25.6K
$706K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
137+ 41.52% |
$3.82K - $3.96K
|
467
$12.9K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
113+ 0.77% |
$3.15K - $3.26K
|
14.9K
$411K
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
70+ 0.19% |
$1.95K - $2.02K
|
36.5K
$1.01M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
43+ 0.66% |
$1.2K - $1.24K
|
6.6K
$182K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.01% |
$111 - $116
|
51K
$1.41M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.02K- 3.85% |
$28.3K - $29.3K
|
25.3K
$700K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.22K- 79.82% |
$33.9K - $35.2K
|
308
$8.5K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.4KClosed |
$39K - $40.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.48K- 0.14% |
$41.3K - $42.8K
|
1.04M
$28.8M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.35K- 10.97% |
$65.5K - $67.9K
|
19.1K
$527K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.38KClosed |
$94.1K - $97.6K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.47K- 7.41% |
$152K - $158K
|
68.3K
$1.89M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.53K- 3.36% |
$154K - $160K
|
159K
$4.4M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.93KClosed |
$193K - $200K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.08KClosed |
$197K - $204K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.31K- 8.77% |
$204K - $211K
|
76.1K
$2.1M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.83K- 12.69% |
$218K - $226K
|
53.9K
$1.49M
|