Mercer Global Advisors
DRSK icon

Mercer Global Advisors’s Aptus Defined Risk ETF DRSK Stock Holding History

Mercer Global Advisors’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
Q3 		– Sell
-36,795
Closed -$1.06M – 2671
2025
Q2 		$1.06M Sell
36,795
-83,173
-69% -$2.3M ﹤0.01% 1185
2025
Q1 		$3.27M Buy
+119,968
New +$3.34M 0.01% 676

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
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mercer Global Advisors's DRSK Position: Q3 2025 in Review

Mercer Global Advisors sold out of Aptus Defined Risk ETF (DRSK) in Q3 2025, closing a stake of 36,795 shares — an estimated $1.06M sold.

Mercer Global Advisors first reported a position in DRSK in Q1 2025 and held it in 2 quarters. The position peaked at $3.27M in Q1 2025. 80 funds tracked by Wall St. Rank hold DRSK as of Q3 2025.

  • Mercer Global Advisors reported no remaining Aptus Defined Risk ETF position as of Q3 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 36,795 Aptus Defined Risk ETF shares in Q3 2025, an estimated $1.06M.
  • Mercer Global Advisors first reported a position in Aptus Defined Risk ETF in Q1 2025 and held it in 2 quarters.
  • Mercer Global Advisors's Aptus Defined Risk ETF position peaked at $3.27M in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2025.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.