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BFC Planning, Inc.’s Aptus Defined Risk ETF DRSK Stock Holding History

BFC Planning, Inc.’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 		$59K Buy
2,053
+295
+17% +$8.5K ﹤0.01% 1471
2026
Q1 		$48K Hold
1,758
– – ﹤0.01% 1354
2025
Q4 		$50K Hold
1,758
– – ﹤0.01% 1372
2025
Q3 		$50.7K Buy
+1,758
New +$50.5K ﹤0.01% 1181

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
Guardian Wealth Advisors (North Carolina)
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
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Talon Private Wealth
Talon Private Wealth The Villages, Florida $855M AUM

BFC Planning, Inc.'s DRSK Position: Q2 2026 in Review

BFC Planning, Inc. increased its Aptus Defined Risk ETF (DRSK) stake by 17% in Q2 2026, buying an estimated $8.5K and bringing the position to 2,053 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

BFC Planning, Inc. first reported a position in DRSK in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • BFC Planning, Inc. held 2,053 shares of Aptus Defined Risk ETF worth $59K as of Q2 2026.
  • BFC Planning, Inc. bought 295 Aptus Defined Risk ETF shares in Q2 2026, an estimated $8.5K.
  • Aptus Defined Risk ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1471 holding.
  • BFC Planning, Inc. first reported a position in Aptus Defined Risk ETF in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.