Purchases and Sales Made in Q4 2022 in ETF Ser Solutions Aptus Define (DRSK)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Define (DRSK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-62.2K- 13.61% |
$1.55M - $1.63M
|
395K
$10.9M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-77.2K- 7.97% |
$1.93M - $2.03M
|
891K
$24.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-106K- 25.09% |
$2.66M - $2.8M
|
318K
$8.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-245K- 8.96% |
$6.12M - $6.43M
|
2.49M
$68.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-328K- 95.6% |
$8.19M - $8.61M
|
15.1K
$417K
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-862K- 35.85% |
$21.6M - $22.7M
|
1.54M
$42.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-873K- 21.68% |
$21.8M - $22.9M
|
3.15M
$87.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-889K- 28.85% |
$22.2M - $23.4M
|
2.19M
$60.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.38M- 21.83% |
$59.5M - $62.6M
|
8.53M
$235M
|