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Gerber LLC’s Aptus Defined Risk ETF DRSK Stock Holding History

Gerber LLC’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 		$38.3M Buy
1,330,602
+47,872
+4% +$1.38M 17.99% 1
2026
Q1 		$35.1M Buy
1,282,730
+52,619
+4% +$1.48M 19.57% 1
2025
Q4 		$35M Buy
1,230,111
+409,926
+50% +$12M 19.53% 1
2025
Q3 		$23.6M Buy
820,185
+667,929
+439% +$19.2M 14.86% 1
2025
Q2 		$4.38M Buy
152,256
+69,937
+85% +$1.94M 3.08% 10
2025
Q1 		$2.24M Buy
+82,319
New +$2.29M 1.87% 13

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 22.96% 1-Year Est. Return
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

Gerber LLC's DRSK Position: Q2 2026 in Review

Gerber LLC increased its Aptus Defined Risk ETF (DRSK) stake by 3.7% in Q2 2026, buying an estimated $1.38M and bringing the position to 1,330,602 shares worth $38.3M. The position accounts for 17.99% of the portfolio, ranked #1.

Gerber LLC first reported a position in DRSK in Q1 2025 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Gerber LLC held 1,330,602 shares of Aptus Defined Risk ETF worth $38.3M as of Q2 2026.
  • Gerber LLC bought 47,872 Aptus Defined Risk ETF shares in Q2 2026, an estimated $1.38M.
  • Aptus Defined Risk ETF made up 17.99% of Gerber LLC's portfolio in Q2 2026, its #1 holding.
  • Gerber LLC first reported a position in Aptus Defined Risk ETF in Q1 2025 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.