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Creekmur Asset Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Creekmur Asset Management’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
Q3 		– Sell
-942
Closed -$27.1K – 855
2025
Q2 		$27.1K Buy
+942
New +$26.1K ﹤0.01% 406

Other funds holding DRSK

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
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 22.9% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creekmur Asset Management's DRSK Position: Q3 2025 in Review

Creekmur Asset Management sold out of Aptus Defined Risk ETF (DRSK) in Q3 2025, closing a stake of 942 shares — an estimated $27.1K sold.

Creekmur Asset Management first reported a position in DRSK in Q2 2025 and held it in 1 quarter. The position peaked at $27.1K in Q2 2025. 80 funds tracked by Wall St. Rank hold DRSK as of Q3 2025.

  • Creekmur Asset Management reported no remaining Aptus Defined Risk ETF position as of Q3 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 942 Aptus Defined Risk ETF shares in Q3 2025, an estimated $27.1K.
  • Creekmur Asset Management first reported a position in Aptus Defined Risk ETF in Q2 2025 and held it in 1 quarter.
  • Creekmur Asset Management's Aptus Defined Risk ETF position peaked at $27.1K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.