IFG
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Independent Financial Group’s Aptus Defined Risk ETF DRSK Stock Holding History

Independent Financial 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
2024
Q1 		– Sell
-22,731
Closed -$573K – 1024
2023
Q4 		$573K Buy
22,731
+9,629
+73% +$230K 0.03% 515
2023
Q3 		$305K Hold
13,102
– – 0.02% 652
2023
Q2 		$326K Sell
13,102
-340
-3% -$8.63K 0.02% 611
2023
Q1 		$349K Sell
13,442
-519
-4% -$13.4K 0.03% 556
2022
Q4 		$357K Sell
13,961
-784
-5% -$20.1K 0.03% 516
2022
Q3 		$374K Hold
14,745
– – 0.03% 478
2022
Q2 		$388K Sell
14,745
-7,043
-32% -$190K 0.04% 440
2022
Q1 		$609K Sell
21,788
-3,215
-13% -$90.9K 0.05% 368
2021
Q4 		$721K Buy
25,003
+2,367
+10% +$69K 0.06% 333
2021
Q3 		$648K Buy
22,636
+3,194
+16% +$94.4K 0.07% 308
2021
Q2 		$576K Buy
19,442
+2,830
+17% +$83.5K 0.06% 330
2021
Q1 		$487K Buy
16,612
+3,801
+30% +$112K 0.06% 340
2020
Q4 		$376K Sell
12,811
-3,689
-22% -$111K 0.06% 366
2020
Q3 		$509K Hold
16,500
– – 0.1% 232
2020
Q2 		$498K Buy
16,500
+7,391
+81% +$219K 0.11% 226
2020
Q1 		$256K Buy
+9,109
New +$256K 0.08% 277

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Independent Financial Group's DRSK Position: Q1 2024 in Review

Independent Financial Group sold out of Aptus Defined Risk ETF (DRSK) in Q1 2024, closing a stake of 22,731 shares — an estimated $573K sold.

Independent Financial Group first reported a position in DRSK in Q1 2020 and held it in 16 quarters. The position peaked at $721K in Q4 2021. 49 funds tracked by Wall St. Rank hold DRSK as of Q1 2024.

  • Independent Financial Group reported no remaining Aptus Defined Risk ETF position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 22,731 Aptus Defined Risk ETF shares in Q1 2024, an estimated $573K.
  • Independent Financial Group first reported a position in Aptus Defined Risk ETF in Q1 2020 and held it in 16 quarters.
  • Independent Financial Group's Aptus Defined Risk ETF position peaked at $721K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.