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Comprehensive Financial Planning’s Aptus Defined Risk ETF DRSK Stock Holding History

Comprehensive Financial Planning’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
Q2 		– Sell
-12,933
Closed -$353K – 342
2025
Q1 		$353K Sell
12,933
-20
-0.2% -$556 0.34% 62
2024
Q4 		$355K Buy
+12,953
New +$363K 0.3% 64

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
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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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

Comprehensive Financial Planning's DRSK Position: Q2 2025 in Review

Comprehensive Financial Planning sold out of Aptus Defined Risk ETF (DRSK) in Q2 2025, closing a stake of 12,933 shares — an estimated $353K sold.

Comprehensive Financial Planning first reported a position in DRSK in Q4 2024 and held it in 2 quarters. The position peaked at $355K in Q4 2024. 83 funds tracked by Wall St. Rank hold DRSK as of Q2 2025.

  • Comprehensive Financial Planning reported no remaining Aptus Defined Risk ETF position as of Q2 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 12,933 Aptus Defined Risk ETF shares in Q2 2025, an estimated $353K.
  • Comprehensive Financial Planning first reported a position in Aptus Defined Risk ETF in Q4 2024 and held it in 2 quarters.
  • Comprehensive Financial Planning's Aptus Defined Risk ETF position peaked at $355K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2025.

Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.