Waterloo Capital L.P. Has $19.34 Million Stock Position in Aptus Defined Risk ETF $DRSK

Waterloo Capital L.P. lowered its holdings in shares of Aptus Defined Risk ETF (BATS:DRSK) by 3.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 679,415 shares of the company’s stock after selling 26,564 shares during the period. Aptus Defined Risk ETF comprises about 1.4% of Waterloo Capital L.P.’s portfolio, making the stock its 15th biggest holding. Waterloo Capital L.P. owned about 1.54% of Aptus Defined Risk ETF worth $19,343,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Pandora Wealth Inc. raised its holdings in shares of Aptus Defined Risk ETF by 1.0% during the 4th quarter. Pandora Wealth Inc. now owns 373,268 shares of the company’s stock worth $10,627,000 after buying an additional 3,555 shares in the last quarter. Private Trust Co. NA raised its holdings in shares of Aptus Defined Risk ETF by 129.7% during the 4th quarter. Private Trust Co. NA now owns 3,733 shares of the company’s stock worth $106,000 after buying an additional 2,108 shares in the last quarter. Princeton Global Asset Management LLC acquired a new position in shares of Aptus Defined Risk ETF during the 4th quarter worth $118,000. Park Place Capital Corp increased its holdings in Aptus Defined Risk ETF by 8.7% in the 4th quarter. Park Place Capital Corp now owns 657,299 shares of the company’s stock worth $18,713,000 after purchasing an additional 52,600 shares in the last quarter. Finally, Integrated Wealth Concepts LLC increased its holdings in Aptus Defined Risk ETF by 11.9% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 6,592,015 shares of the company’s stock worth $190,048,000 after purchasing an additional 702,103 shares in the last quarter.

Aptus Defined Risk ETF Stock Up 0.7%

Shares of DRSK opened at $29.56 on Friday. Aptus Defined Risk ETF has a 12-month low of $27.10 and a 12-month high of $30.15. The business has a 50-day simple moving average of $28.40 and a two-hundred day simple moving average of $28.50. The stock has a market cap of $1.30 billion, a PE ratio of 26.47 and a beta of 0.37.

About Aptus Defined Risk ETF

The Aptus Defined Risk ETF (DRSK) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively-managed fund that combines US corporate bond exposure with an overlay of call options on US large-cap stocks. The fund seeks income and capital appreciation. DRSK was launched on Aug 8, 2018 and is managed by Aptus.