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
Q2 		$3.34M Sell
116,018
-116,919
-50% -$3.37M 0.08% 184
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 $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
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

Independent Advisor Alliance's DRSK Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Aptus Defined Risk ETF (DRSK) stake by 50% in Q2 2026, selling an estimated $3.37M and leaving 116,018 shares worth $3.34M. The position accounts for 0.08% of the portfolio, ranked #184.

Independent Advisor Alliance first reported a position in DRSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.37M in Q1 2026. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Independent Advisor Alliance held 116,018 shares of Aptus Defined Risk ETF worth $3.34M as of Q2 2026.
  • Independent Advisor Alliance sold 116,919 Aptus Defined Risk ETF shares in Q2 2026, an estimated $3.37M.
  • Aptus Defined Risk ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #184 holding.
  • Independent Advisor Alliance first reported a position in Aptus Defined Risk ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Aptus Defined Risk ETF position peaked at $6.37M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.