Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / APTUS DEFINED
-
Total 13F shares
-
18,572,849
-
Share change
-
+2,387,927
-
Total reported value
-
$495,097,421
-
Price per share
-
$26.66
-
Number of holders
-
49
-
Value change
-
+$65,100,978
-
Number of buys
-
28
-
Number of sells
-
22
Institutional Holders of ETF SER SOLUTIONS - APTUS DEFINED (DRSK) as of Q1 2024
As of 31 Mar 2024,
ETF SER SOLUTIONS - APTUS DEFINED (DRSK) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,572,849 shares.
The largest 10 holders included
Aptus Capital Advisors, LLC, Sugarloaf Wealth Management, LLC, GUARDIAN WEALTH ADVISORS, LLC / NC, Second Line Capital, LLC, Raymond James Financial Services Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, BROGAN FINANCIAL, INC., Compass Ion Advisors, LLC, Integrated Wealth Concepts LLC, and Waterloo Capital, L.P..
This page lists
49
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.