Beacon Capital Management, LLC ETF Ser Solutions Aptus Define Transaction History

Beacon Capital Management, LLC

$599 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	BUY	$26.75 - $28.79 $26 - $28	1 Added 1.64%	62 $1,000
Q2 2024 Jul 24, 2024	BUY	$25.67 - $27.44 $1,565 - $1,673	61 New	61 $1,000

Others Institutions Holding DRSK

# of Institutions

94

Shares Held

59.8M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

13.4M
Shares

$390 Million
3.04% of portfolio
Integrated Wealth Concepts LLC

6.59M
Shares

$191 Million
1.87% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

4.31M
Shares

$125 Million
8.59% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$82.6 Million
0.11% of portfolio
Sugarloaf Wealth Management, LLC

2.38M
Shares

$69 Million
13.6% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

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