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Atria Investments’s Aptus Defined Risk ETF DRSK Stock Holding History

Atria Investments’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
2026
Q2 		$2.9M Buy
100,823
+2,613
+3% +$75.3K 0.03% 587
2026
Q1 		$2.68M Buy
98,210
+2,931
+3% +$82.3K 0.03% 579
2025
Q4 		$2.71M Buy
95,279
+12,990
+16% +$379K 0.03% 600
2025
Q3 		$2.37M Buy
82,289
+6,978
+9% +$201K 0.03% 658
2025
Q2 		$2.16M Buy
75,311
+17,329
+30% +$480K 0.03% 689
2025
Q1 		$1.58M Buy
57,982
+638
+1% +$17.7K 0.02% 802
2024
Q4 		$1.57M Buy
57,344
+1,935
+3% +$54.2K 0.02% 787
2024
Q3 		$1.57M Buy
55,409
+2,686
+5% +$74.6K 0.02% 759
2024
Q2 		$1.43M Buy
52,723
+1,878
+4% +$49.8K 0.02% 775
2024
Q1 		$1.36M Sell
50,845
-1,741
-3% -$45.2K 0.02% 810
2023
Q4 		$1.33M Buy
+52,586
New +$1.26M 0.02% 771
2022
Q4 		– Sell
-50,951
Closed -$1.29M – 774
2022
Q3 		$1.29M Buy
50,951
+6,711
+15% +$178K 0.03% 627
2022
Q2 		$1.16M Buy
+44,240
New +$1.19M 0.02% 689
2021
Q1 		– Sell
-91,756
Closed -$2.69M – 714
2020
Q4 		$2.69M Buy
+91,756
New +$2.76M 0.07% 330

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

Atria Investments's DRSK Position: Q2 2026 in Review

Atria Investments increased its Aptus Defined Risk ETF (DRSK) stake by 2.7% in Q2 2026, buying an estimated $75.3K and bringing the position to 100,823 shares worth $2.9M. The position accounts for 0.03% of the portfolio, ranked #587.

Atria Investments first reported a position in DRSK in Q4 2020 and has held it in 14 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Atria Investments held 100,823 shares of Aptus Defined Risk ETF worth $2.9M as of Q2 2026.
  • Atria Investments bought 2,613 Aptus Defined Risk ETF shares in Q2 2026, an estimated $75.3K.
  • Aptus Defined Risk ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #587 holding.
  • Atria Investments first reported a position in Aptus Defined Risk ETF in Q4 2020 and has held it in 14 quarters since.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.