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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
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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM

Mendel Money Management's DRSK Position: Q1 2026 in Review

Mendel Money Management increased its Aptus Defined Risk ETF (DRSK) stake by 42% in Q1 2026, buying an estimated $1.08M and bringing the position to 129,870 shares worth $3.55M. The position accounts for 1.49% of the portfolio, ranked #22.

Mendel Money Management first reported a position in DRSK in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • Mendel Money Management held 129,870 shares of Aptus Defined Risk ETF worth $3.55M as of Q1 2026.
  • Mendel Money Management bought 38,526 Aptus Defined Risk ETF shares in Q1 2026, an estimated $1.08M.
  • Aptus Defined Risk ETF made up 1.49% of Mendel Money Management's portfolio in Q1 2026, its #22 holding.
  • Mendel Money Management first reported a position in Aptus Defined Risk ETF in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.