IAA
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Independent Advisor Alliance’s Aptus Defined Risk ETF DRSK Stock Holding History

Independent Advisor Alliance’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 		$6.37M Buy
232,937
+134,530
+137% +$3.78M 0.07% 263
2025
Q4 		$2.8M Buy
98,407
+69,907
+245% +$2.04M 0.07% 232
2025
Q3 		$822K Buy
28,500
+10,034
+54% +$288K 0.02% 486
2025
Q2 		$531K Buy
+18,466
New +$511K 0.02% 571

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM

Independent Advisor Alliance's DRSK Position: Q1 2026 in Review

Independent Advisor Alliance increased its Aptus Defined Risk ETF (DRSK) stake by 137% in Q1 2026, buying an estimated $3.78M and bringing the position to 232,937 shares worth $6.37M. The position accounts for 0.07% of the portfolio, ranked #263.

Independent Advisor Alliance first reported a position in DRSK in Q2 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • Independent Advisor Alliance held 232,937 shares of Aptus Defined Risk ETF worth $6.37M as of Q1 2026.
  • Independent Advisor Alliance bought 134,530 Aptus Defined Risk ETF shares in Q1 2026, an estimated $3.78M.
  • Aptus Defined Risk ETF made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #263 holding.
  • Independent Advisor Alliance first reported a position in Aptus Defined Risk ETF in Q2 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.