Coppell Advisory Solutions’s Aptus Defined Risk ETF DRSK Stock Holding History

Coppell Advisory Solutions’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	$434K	Buy	+2,561	New	+$73.8K	0.04%	320
2025 Q1	–	Sell	-4,828	Closed	-$133K	–	733
2024 Q4	$133K	Sell	4,828 -410	-8%	-$11.5K	0.02%	361
2024 Q3	$148K	Sell	5,238 -1,360	-21%	-$37.8K	0.02%	334
2024 Q2	$178K	Buy	+6,598	New	+$175K	0.03%	277
2023 Q4	$345K	Buy	+13,675	New	+$327K	0.07%	187

Other funds holding DRSK

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Talon Private Wealth The Villages, Florida $855M AUM

Coppell Advisory Solutions's DRSK Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Aptus Defined Risk ETF (DRSK) in Q2 2026: 2,561 shares worth $434K. The stake represents 0.04% of the portfolio and ranks #320 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DRSK as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in DRSK in Q4 2023 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

Coppell Advisory Solutions held 2,561 shares of Aptus Defined Risk ETF worth $434K as of Q2 2026.
Aptus Defined Risk ETF was a new Coppell Advisory Solutions position in Q2 2026.
Aptus Defined Risk ETF made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #320 holding.
Coppell Advisory Solutions first reported a position in Aptus Defined Risk ETF in Q4 2023 and has held it in 5 quarters since.
94 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.