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FSA Wealth Management’s Aptus Defined Risk ETF DRSK Stock Holding History

FSA Wealth 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 		$8.91K Hold
309
– – ﹤0.01% 318
2025
Q2 		$8.88K Buy
+309
New +$8.55K ﹤0.01% 309

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
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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FSA Wealth Management's DRSK Position: Q3 2025 in Review

FSA Wealth Management held its Aptus Defined Risk ETF (DRSK) position steady in Q3 2025 at 309 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

FSA Wealth Management first reported a position in DRSK in Q2 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold DRSK as of Q3 2025.

  • FSA Wealth Management held 309 shares of Aptus Defined Risk ETF worth $8.91K as of Q3 2025.
  • FSA Wealth Management left its Aptus Defined Risk ETF share count unchanged in Q3 2025.
  • Aptus Defined Risk ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #318 holding.
  • FSA Wealth Management first reported a position in Aptus Defined Risk ETF in Q2 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.