Purchases and Sales Made in Q2 2022 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-10.9K- 11.3% |
$283K - $304K
|
85.7K
$2.37M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2KClosed |
$317K - $341K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.1K- 21.72% |
$340K - $365K
|
47.2K
$1.3M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 20.78% |
$410K - $441K
|
60.3K
$1.66M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 66.18% |
$444K - $478K
|
8.76K
$242K
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-23K- 62.92% |
$595K - $640K
|
13.5K
$374K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.2K- 23.15% |
$732K - $787K
|
93.7K
$2.59M
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-35K- 5.83% |
$908K - $977K
|
566K
$15.6M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-37.9K- 3.79% |
$984K - $1.06M
|
963K
$26.6M
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-38KClosed |
$986K - $1.06M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-41KClosed |
$1.06M - $1.14M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-41.1K- 30.97% |
$1.07M - $1.15M
|
91.6K
$2.53M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-50.9K- 31.94% |
$1.32M - $1.42M
|
108K
$2.99M
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-55.2K- 28.92% |
$1.43M - $1.54M
|
136K
$3.75M
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-62.9K- 2.03% |
$1.63M - $1.75M
|
3.03M
$83.6M
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-96.1KClosed |
$2.49M - $2.68M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-251K- 90.86% |
$6.49M - $6.98M
|
25.2K
$696K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-323KClosed |
$8.37M - $9M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-385K- 3.67% |
$9.99M - $10.7M
|
10.1M
$279M
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-452KClosed |
$11.7M - $12.6M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-677K- 94.39% |
$17.5M - $18.9M
|
40.2K
$1.11M
|