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Atomi Financial Group’s Aptus Defined Risk ETF DRSK Stock Holding History

Atomi Financial Group’s Portfolio DRSK Stock Details DRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,612
Closed -$208K – 1130
2025
Q1 		$208K Sell
7,612
-8,191
-52% -$228K 0.01% 961
2024
Q4 		$433K Sell
15,803
-23,857
-60% -$668K 0.02% 535
2024
Q3 		$1.12M Buy
39,660
+2,683
+7% +$74.5K 0.07% 221
2024
Q2 		$999K Buy
36,977
+2,103
+6% +$55.7K 0.07% 209
2024
Q1 		$930K Buy
34,874
+6,994
+25% +$182K 0.09% 193
2023
Q4 		$703K Sell
27,880
-279
-1% -$6.67K 0.1% 190
2023
Q3 		$656K Sell
28,159
-14,732
-34% -$362K 0.22% 119
2023
Q2 		$1.07M Sell
42,891
-2,624
-6% -$66.6K 0.49% 51
2023
Q1 		$1.18M Buy
+45,515
New +$1.18M 0.66% 33

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Atomi Financial Group's DRSK Position: Q2 2025 in Review

Atomi Financial Group sold out of Aptus Defined Risk ETF (DRSK) in Q2 2025, closing a stake of 7,612 shares — an estimated $208K sold.

Atomi Financial Group first reported a position in DRSK in Q1 2023 and held it in 9 quarters. The position peaked at $1.18M in Q1 2023. 83 funds tracked by Wall St. Rank hold DRSK as of Q2 2025.

  • Atomi Financial Group reported no remaining Aptus Defined Risk ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 7,612 Aptus Defined Risk ETF shares in Q2 2025, an estimated $208K.
  • Atomi Financial Group first reported a position in Aptus Defined Risk ETF in Q1 2023 and held it in 9 quarters.
  • Atomi Financial Group's Aptus Defined Risk ETF position peaked at $1.18M in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.