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Gladstone Institutional Advisory’s Aptus Defined Risk ETF DRSK Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-11,215
Closed -$319K – 848
2025
Q4 		$319K Sell
11,215
-3,452
-24% -$101K 0.01% 617
2025
Q3 		$423K Buy
14,667
+3,118
+27% +$89.6K 0.02% 562
2025
Q2 		$332K Buy
+11,549
New +$320K 0.01% 587

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 $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 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
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
TPW
Talon Private Wealth The Villages, Florida $855M AUM

Gladstone Institutional Advisory's DRSK Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Aptus Defined Risk ETF (DRSK) in Q1 2026, closing a stake of 11,215 shares — an estimated $319K sold.

Gladstone Institutional Advisory first reported a position in DRSK in Q2 2025 and held it in 3 quarters. The position peaked at $423K in Q3 2025. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Aptus Defined Risk ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,215 Aptus Defined Risk ETF shares in Q1 2026, an estimated $319K.
  • Gladstone Institutional Advisory first reported a position in Aptus Defined Risk ETF in Q2 2025 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Aptus Defined Risk ETF position peaked at $423K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.