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Mendel Money Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Mendel Money 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 		$4.45M Buy
154,633
+24,763
+19% +$713K 1.63% 19
2026
Q1 		$3.55M Buy
129,870
+38,526
+42% +$1.08M 1.49% 22
2025
Q4 		$2.6M Buy
91,344
+31,910
+54% +$931K 1.09% 28
2025
Q3 		$1.71M Buy
+59,434
New +$1.71M 0.72% 43

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
DE
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
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

Mendel Money Management's DRSK Position: Q2 2026 in Review

Mendel Money Management increased its Aptus Defined Risk ETF (DRSK) stake by 19% in Q2 2026, buying an estimated $713K and bringing the position to 154,633 shares worth $4.45M. The position accounts for 1.63% of the portfolio, ranked #19.

Mendel Money Management first reported a position in DRSK in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Mendel Money Management held 154,633 shares of Aptus Defined Risk ETF worth $4.45M as of Q2 2026.
  • Mendel Money Management bought 24,763 Aptus Defined Risk ETF shares in Q2 2026, an estimated $713K.
  • Aptus Defined Risk ETF made up 1.63% of Mendel Money Management's portfolio in Q2 2026, its #19 holding.
  • Mendel Money Management first reported a position in Aptus Defined Risk ETF in Q3 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

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