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BCS Wealth Management’s Aptus Defined Risk ETF DRSK Stock Holding History

BCS Wealth Management’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
Q1 		– Sell
-8,732
Closed -$240K – 246
2024
Q4 		$240K Hold
8,732
– – 0.06% 224
2024
Q3 		$247K Hold
8,732
– – 0.11% 144
2024
Q2 		$236K Hold
8,732
– – 0.11% 140
2024
Q1 		$233K Hold
8,732
– – 0.07% 216
2023
Q4 		$220K Hold
8,732
– – 0.08% 203
2023
Q3 		$204K Hold
8,732
– – 0.08% 193
2023
Q2 		$217K Sell
8,732
-705
-7% -$17.9K 0.16% 108
2023
Q1 		$245K Hold
9,437
– – 0.11% 135
2022
Q4 		$242K Hold
9,437
– – 0.1% 165
2022
Q3 		$240K Hold
9,437
– – 0.11% 152
2022
Q2 		$248K Sell
9,437
-3,274
-26% -$88.2K 0.11% 150
2022
Q1 		$356K Buy
+12,711
New +$360K 0.15% 133

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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
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
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

BCS Wealth Management's DRSK Position: Q1 2025 in Review

BCS Wealth Management sold out of Aptus Defined Risk ETF (DRSK) in Q1 2025, closing a stake of 8,732 shares — an estimated $240K sold.

BCS Wealth Management first reported a position in DRSK in Q1 2022 and held it in 12 quarters. The position peaked at $356K in Q1 2022. 79 funds tracked by Wall St. Rank hold DRSK as of Q1 2025.

  • BCS Wealth Management reported no remaining Aptus Defined Risk ETF position as of Q1 2025 after selling out during the quarter.
  • BCS Wealth Management sold 8,732 Aptus Defined Risk ETF shares in Q1 2025, an estimated $240K.
  • BCS Wealth Management first reported a position in Aptus Defined Risk ETF in Q1 2022 and held it in 12 quarters.
  • BCS Wealth Management's Aptus Defined Risk ETF position peaked at $356K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2025.

Based on BCS Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.