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Global Wealth Strategies & Associates’s Aptus Defined Risk ETF DRSK Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-91
Closed -$2.49K – 189
2026
Q1 		$2.49K Sell
91
-39
-30% -$1.09K ﹤0.01% 399
2025
Q4 		$3.7K Buy
+130
New +$3.79K ﹤0.01% 388

Other funds holding DRSK

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
WAT
Wealth Advisory Team Bellevue, Kentucky $123M AUM

Global Wealth Strategies & Associates's DRSK Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Aptus Defined Risk ETF (DRSK) in Q2 2026, closing a stake of 91 shares — an estimated $2.49K sold.

Global Wealth Strategies & Associates first reported a position in DRSK in Q4 2025 and held it in 2 quarters. The position peaked at $3.7K in Q4 2025. 36 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Aptus Defined Risk ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 91 Aptus Defined Risk ETF shares in Q2 2026, an estimated $2.49K.
  • Global Wealth Strategies & Associates first reported a position in Aptus Defined Risk ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Aptus Defined Risk ETF position peaked at $3.7K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.