Purchases and Sales Made in Q2 2023 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
179KNew |
$4.43M - $4.69M
|
179K
$4.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
130K+ 60.94% |
$3.21M - $3.4M
|
343K
$9.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
63K+ 2.64% |
$1.56M - $1.65M
|
2.45M
$67.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.8K+ 40.35% |
$1.31M - $1.38M
|
184K
$5.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
30K+ 35.6% |
$740K - $783K
|
114K
$3.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.4K+ 42.24% |
$529K - $559K
|
72.2K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18.8K+ 1.36% |
$464K - $490K
|
1.4M
$38.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.92K+ 1109.51% |
$72.1K - $76.2K
|
3.18K
$87.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.7K+ 12.04% |
$41.9K - $44.3K
|
15.8K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
434New |
$10.7K - $11.3K
|
434
$12K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
221+ 9.86% |
$5.46K - $5.77K
|
2.46K
$68K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
65+ 0.13% |
$1.61K - $1.7K
|
51.2K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64New |
$1.58K - $1.67K
|
64
$1.77K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 0.13% |
$1.56K - $1.64K
|
48.2K
$1.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
18New |
$445 - $470
|
18
$497
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$198 - $209
|
8
$221
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 7.3% |
$667 - $705
|
343
$9.47K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-145- 1.71% |
$3.58K - $3.79K
|
8.32K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 7.81% |
$7.41K - $7.83K
|
3.54K
$97.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-705- 7.47% |
$17.4K - $18.4K
|
8.73K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 4.86% |
$37.6K - $39.8K
|
29.8K
$823K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.59K- 8.0% |
$39.2K - $41.4K
|
18.2K
$504K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.59K- 47.01% |
$39.4K - $41.6K
|
1.8K
$49.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.79K- 6.38% |
$44.1K - $46.6K
|
26.2K
$724K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.41K- 7.26% |
$59.6K - $63K
|
30.8K
$850K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.41K- 4.07% |
$59.6K - $63K
|
56.9K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2.45K- 49.61% |
$60.5K - $64K
|
2.49K
$68.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.62K- 5.77% |
$64.8K - $68.5K
|
42.9K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-2.68K- 13.57% |
$66.2K - $70K
|
17.1K
$472K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.26K- 3.87% |
$80.6K - $85.2K
|
81.1K
$2.24M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.31K- 28.17% |
$81.7K - $86.4K
|
8.44K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.38K- 20.02% |
$83.4K - $88.1K
|
13.5K
$372K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.73K- 13.04% |
$117K - $123K
|
31.5K
$870K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.67K- 41.11% |
$140K - $148K
|
8.12K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.18K- 36.83% |
$153K - $161K
|
10.6K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.63K- 1.96% |
$164K - $173K
|
331K
$9.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.16K- 11.99% |
$177K - $187K
|
52.6K
$1.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.64K- 89.01% |
$189K - $200K
|
944
$26.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.57K- 97.33% |
$236K - $250K
|
263
$7.26K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.4K- 1.16% |
$257K - $271K
|
887K
$24.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.9K- 30.81% |
$294K - $311K
|
26.7K
$739K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12.7K- 2.21% |
$315K - $332K
|
564K
$15.6M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-24.4K- 13.56% |
$603K - $637K
|
156K
$4.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.2K- 72.68% |
$895K - $946K
|
13.6K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-103K- 6.35% |
$2.55M - $2.7M
|
1.52M
$42.1M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-110K- 30.73% |
$2.71M - $2.86M
|
247K
$6.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-120K- 3.76% |
$2.97M - $3.14M
|
3.08M
$85M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-233K- 10.28% |
$5.75M - $6.07M
|
2.03M
$56M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-332K- 77.07% |
$8.21M - $8.68M
|
98.9K
$2.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-718K- 98.59% |
$17.7M - $18.7M
|
10.3K
$284K
|