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

MAI 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
2025
Q2 		– Sell
-170
Closed -$4.64K – 3978
2025
Q1 		$4.64K Hold
170
– – ﹤0.01% 2746
2024
Q4 		$4.66K Buy
+170
New +$4.76K ﹤0.01% 2801

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

MAI Capital Management's DRSK Position: Q2 2025 in Review

MAI Capital Management sold out of Aptus Defined Risk ETF (DRSK) in Q2 2025, closing a stake of 170 shares — an estimated $4.64K sold.

MAI Capital Management first reported a position in DRSK in Q4 2024 and held it in 2 quarters. The position peaked at $4.66K in Q4 2024. 83 funds tracked by Wall St. Rank hold DRSK as of Q2 2025.

  • MAI Capital Management reported no remaining Aptus Defined Risk ETF position as of Q2 2025 after selling out during the quarter.
  • MAI Capital Management sold 170 Aptus Defined Risk ETF shares in Q2 2025, an estimated $4.64K.
  • MAI Capital Management first reported a position in Aptus Defined Risk ETF in Q4 2024 and held it in 2 quarters.
  • MAI Capital Management's Aptus Defined Risk ETF position peaked at $4.66K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2025.

Based on MAI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.