Lunt Capital Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Lunt Capital 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	$272K	Hold	9,465	–	–	0.1%	76
2026 Q1	$259K	Hold	9,465	–	–	0.1%	80
2025 Q4	$269K	Buy	+9,465	New	+$276K	0.1%	81

Other funds holding DRSK

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

Lunt Capital Management's DRSK Position: Q2 2026 in Review

Lunt Capital Management held its Aptus Defined Risk ETF (DRSK) position steady in Q2 2026 at 9,465 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #76.

Lunt Capital Management first reported a position in DRSK in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

Lunt Capital Management held 9,465 shares of Aptus Defined Risk ETF worth $272K as of Q2 2026.
Lunt Capital Management left its Aptus Defined Risk ETF share count unchanged in Q2 2026.
Aptus Defined Risk ETF made up 0.1% of Lunt Capital Management's portfolio in Q2 2026, its #76 holding.
Lunt Capital Management first reported a position in Aptus Defined Risk ETF in Q4 2025 and has held it in 3 quarters since.
92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.