Great Valley Advisor Group’s Aptus Defined Risk ETF DRSK Stock Holding History

Great Valley Advisor Group’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	$205K	Buy	+7,131	New	+$205K	﹤0.01%	990

Other funds holding DRSK

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

Great Valley Advisor Group's DRSK Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Aptus Defined Risk ETF (DRSK) in Q2 2026: 7,131 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings.

92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

Great Valley Advisor Group held 7,131 shares of Aptus Defined Risk ETF worth $205K as of Q2 2026.
Aptus Defined Risk ETF was a new Great Valley Advisor Group position in Q2 2026.
Aptus Defined Risk ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #990 holding.
92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.