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Capital Investment Advisory Services’s Aptus Defined Risk ETF DRSK Stock Holding History

Capital Investment Advisory Services’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 		$5.56M Buy
193,456
+192,502
+20,178% +$5.54M 0.34% 66
2026
Q1 		$26.1K Buy
+954
New +$26.8K ﹤0.01% 965

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

Capital Investment Advisory Services's DRSK Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Aptus Defined Risk ETF (DRSK) stake by 20,178% in Q2 2026, buying an estimated $5.54M and bringing the position to 193,456 shares worth $5.56M. The position accounts for 0.34% of the portfolio, ranked #66.

Capital Investment Advisory Services first reported a position in DRSK in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Capital Investment Advisory Services held 193,456 shares of Aptus Defined Risk ETF worth $5.56M as of Q2 2026.
  • Capital Investment Advisory Services bought 192,502 Aptus Defined Risk ETF shares in Q2 2026, an estimated $5.54M.
  • Aptus Defined Risk ETF made up 0.34% of Capital Investment Advisory Services's portfolio in Q2 2026, its #66 holding.
  • Capital Investment Advisory Services first reported a position in Aptus Defined Risk ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.