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Brookwood Investment Group’s Aptus Defined Risk ETF DRSK Stock Holding History

Brookwood Investment 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
2026
Q1 		– Sell
-386,913
Closed -$11M – 540
2025
Q4 		$11M Buy
+386,913
New +$11.3M 1.32% 11

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
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
TPW
Talon Private Wealth The Villages, Florida $753M AUM

Brookwood Investment Group's DRSK Position: Q1 2026 in Review

Brookwood Investment Group sold out of Aptus Defined Risk ETF (DRSK) in Q1 2026, closing a stake of 386,913 shares — an estimated $11M sold.

Brookwood Investment Group first reported a position in DRSK in Q4 2025 and held it in 1 quarter. The position peaked at $11M in Q4 2025. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • Brookwood Investment Group reported no remaining Aptus Defined Risk ETF position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 386,913 Aptus Defined Risk ETF shares in Q1 2026, an estimated $11M.
  • Brookwood Investment Group first reported a position in Aptus Defined Risk ETF in Q4 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Aptus Defined Risk ETF position peaked at $11M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.