Betterment LLC
DRSK icon

Betterment LLC’s Aptus Defined Risk ETF DRSK Stock Holding History

Betterment LLC’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 		$930K Buy
32,356
+2,719
+9% +$78.3K ﹤0.01% 364
2026
Q1 		$810K Buy
29,637
+3,091
+12% +$86.8K ﹤0.01% 356
2025
Q4 		$756K Buy
26,546
+4,202
+19% +$123K ﹤0.01% 340
2025
Q3 		$644K Buy
22,344
+2,520
+13% +$72.4K ﹤0.01% 343
2025
Q2 		$570K Buy
+19,824
New +$549K ﹤0.01% 338

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

Betterment LLC's DRSK Position: Q2 2026 in Review

Betterment LLC increased its Aptus Defined Risk ETF (DRSK) stake by 9.2% in Q2 2026, buying an estimated $78.3K and bringing the position to 32,356 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Betterment LLC first reported a position in DRSK in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Betterment LLC held 32,356 shares of Aptus Defined Risk ETF worth $930K as of Q2 2026.
  • Betterment LLC bought 2,719 Aptus Defined Risk ETF shares in Q2 2026, an estimated $78.3K.
  • Aptus Defined Risk ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #364 holding.
  • Betterment LLC first reported a position in Aptus Defined Risk ETF in Q2 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.