LRWM
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Lord & Richards Wealth Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Lord & Richards Wealth Management’s Portfolio DRSK Stock Details DRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.53M Buy
261,886
+53,008
+25% +$1.52M 7.87% 4
2025
Q1 		$5.7M Buy
208,878
+121,946
+140% +$3.33M 6.46% 4
2024
Q4 		$2.38M Buy
+86,932
New +$2.38M 5.03% 4