FGG
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Financial Guidance Group’s Aptus Defined Risk ETF DRSK Stock Holding History

Financial Guidance Group’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 		$6.93M Sell
241,104
-7,900
-3% -$228K 2.59% 11
2026
Q1 		$6.81M Buy
249,004
+10,192
+4% +$286K 2.74% 10
2025
Q4 		$6.8M Buy
238,812
+48,553
+26% +$1.42M 2.78% 9
2025
Q3 		$5.49M Buy
190,259
+23,784
+14% +$684K 2.46% 13
2025
Q2 		$4.78M Buy
166,475
+26,118
+19% +$723K 2.32% 13
2025
Q1 		$3.83M Buy
140,357
+28,001
+25% +$779K 2.07% 16
2024
Q4 		$3.08M Buy
112,356
+22,901
+26% +$641K 1.69% 21
2024
Q3 		$2.53M Buy
89,455
+19,277
+27% +$535K 1.48% 20
2024
Q2 		$1.9M Buy
+70,178
New +$1.86M 1.17% 22

Other funds holding DRSK

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
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Financial Guidance Group's DRSK Position: Q2 2026 in Review

Financial Guidance Group reduced its Aptus Defined Risk ETF (DRSK) stake by 3.2% in Q2 2026, selling an estimated $228K and leaving 241,104 shares worth $6.93M. The position accounts for 2.59% of the portfolio, ranked #11.

Financial Guidance Group first reported a position in DRSK in Q2 2024 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Financial Guidance Group held 241,104 shares of Aptus Defined Risk ETF worth $6.93M as of Q2 2026.
  • Financial Guidance Group sold 7,900 Aptus Defined Risk ETF shares in Q2 2026, an estimated $228K.
  • Aptus Defined Risk ETF made up 2.59% of Financial Guidance Group's portfolio in Q2 2026, its #11 holding.
  • Financial Guidance Group first reported a position in Aptus Defined Risk ETF in Q2 2024 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.