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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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
TPW
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. 93 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.
  • 93 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.