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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
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 $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
TPW
Talon Private Wealth The Villages, Florida $753M AUM
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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

Coppell Advisory Solutions's DRSK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Aptus Defined Risk ETF (DRSK) in Q1 2025, closing a stake of 4,828 shares — an estimated $133K sold.

Coppell Advisory Solutions first reported a position in DRSK in Q4 2023 and held it in 4 quarters. The position peaked at $345K in Q4 2023. 79 funds tracked by Wall St. Rank hold DRSK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Aptus Defined Risk ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,828 Aptus Defined Risk ETF shares in Q1 2025, an estimated $133K.
  • Coppell Advisory Solutions first reported a position in Aptus Defined Risk ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Aptus Defined Risk ETF position peaked at $345K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.