LRWM
DRSK icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.58M Buy
298,491
+11,556
+4% +$333K 6.72% 5
2026
Q1 		$7.84M Buy
286,935
+3,049
+1% +$85.6K 6.88% 4
2025
Q4 		$8.08M Buy
283,886
+11,734
+4% +$342K 6.94% 4
2025
Q3 		$7.85M Buy
272,152
+10,266
+4% +$295K 7.19% 4
2025
Q2 		$7.53M Buy
261,886
+53,008
+25% +$1.47M 7.87% 4
2025
Q1 		$5.7M Buy
208,878
+121,946
+140% +$3.39M 6.46% 4
2024
Q4 		$2.38M Buy
+86,932
New +$2.43M 5.03% 4

Other funds holding DRSK

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WAT
Wealth Advisory Team Bellevue, Kentucky $123M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM

Lord & Richards Wealth Management's DRSK Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Aptus Defined Risk ETF (DRSK) stake by 4% in Q2 2026, buying an estimated $333K and bringing the position to 298,491 shares worth $8.58M. The position accounts for 6.72% of the portfolio, ranked #5.

Lord & Richards Wealth Management first reported a position in DRSK in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Lord & Richards Wealth Management held 298,491 shares of Aptus Defined Risk ETF worth $8.58M as of Q2 2026.
  • Lord & Richards Wealth Management bought 11,556 Aptus Defined Risk ETF shares in Q2 2026, an estimated $333K.
  • Aptus Defined Risk ETF made up 6.72% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Lord & Richards Wealth Management first reported a position in Aptus Defined Risk ETF in Q4 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.