Purchases and Sales Made in Q1 2023 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q1 2023. 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 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.97M+ 23.12% |
$49.9M - $51.9M
|
10.5M
$290M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
687K+ 1662.95% |
$17.4M - $18.1M
|
728K
$20.1M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
357KNew |
$9.04M - $9.39M
|
357K
$9.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
197K+ 8.99% |
$4.99M - $5.19M
|
2.39M
$66M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
127K+ 145.59% |
$3.2M - $3.33M
|
213K
$5.89M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
83K+ 5.38% |
$2.1M - $2.18M
|
1.63M
$44.9M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
81.2K+ 16.39% |
$2.06M - $2.14M
|
577K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
45.6K+ 1.45% |
$1.16M - $1.2M
|
3.2M
$88.3M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
45.5KNew |
$1.15M - $1.2M
|
45.5K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.9K+ 28.34% |
$732K - $761K
|
131K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.5K+ 7.07% |
$721K - $749K
|
431K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.6K+ 6.17% |
$496K - $516K
|
337K
$9.31M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.8KNew |
$425K - $442K
|
16.8K
$464K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
13.8KNew |
$349K - $363K
|
13.8K
$381K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.2K+ 16.92% |
$308K - $321K
|
84.2K
$2.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
11.7KNew |
$297K - $309K
|
11.7K
$324K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.59KNew |
$217K - $226K
|
8.59K
$237K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.04KNew |
$204K - $212K
|
8.04K
$222K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.86K+ 0.66% |
$148K - $154K
|
897K
$24.8M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.59K+ 3.2% |
$141K - $147K
|
180K
$4.97M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.85K+ 2.81% |
$123K - $128K
|
177K
$4.9M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.55K+ 15.87% |
$115K - $120K
|
33.2K
$917K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.39KNew |
$85.9K - $89.3K
|
3.39K
$93.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.27KNew |
$82.7K - $86K
|
3.27K
$90.2K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.76K+ 0.2% |
$70K - $72.7K
|
1.38M
$38.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.76K+ 6.07% |
$69.8K - $72.5K
|
48.2K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 524.49% |
$45.6K - $47.3K
|
2.14K
$59.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.49K+ 2.83% |
$37.7K - $39.2K
|
54.1K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87+ 0.17% |
$2.2K - $2.29K
|
50.7K
$1.4M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
37+ 0.07% |
$937 - $974
|
51.2K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 4.15% |
$405 - $421
|
370
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-973- 20.21% |
$24.6K - $25.6K
|
3.84K
$106K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03KClosed |
$26.1K - $27.1K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.23K- 5.85% |
$31.2K - $32.4K
|
19.8K
$547K
|
|
|
Apr 26, 2023
Q1 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.68K- 7.82% |
$42.5K - $44.2K
|
19.8K
$546K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.86K- 2.16% |
$47.2K - $49.1K
|
84.4K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.61K- 8.53% |
$66.1K - $68.7K
|
28K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.9K- 17.04% |
$73.3K - $76.2K
|
14.1K
$389K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.09K- 8.97% |
$78.1K - $81.2K
|
31.3K
$865K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-4.45K- 1.13% |
$113K - $117K
|
390K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.71K- 11.5% |
$119K - $124K
|
36.3K
$1M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.9K- 11.92% |
$124K - $129K
|
36.3K
$1M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.26K- 34.85% |
$133K - $138K
|
9.83K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.42K- 8.37% |
$137K - $143K
|
59.3K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.19K- 10.75% |
$182K - $189K
|
59.7K
$1.65M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-7.78K- 29.21% |
$197K - $205K
|
18.9K
$521K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.14K- 64.64% |
$231K - $241K
|
5K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.1K- 47.21% |
$255K - $265K
|
11.3K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.9K- 85.15% |
$325K - $338K
|
2.24K
$61.9K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.8K- 54.07% |
$503K - $522K
|
16.9K
$466K
|