MWM
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Meridian Wealth Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Meridian Wealth 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 		$1.71M Buy
62,501
+19,799
+46% +$556K 0.06% 255
2025
Q4 		$1.22M Buy
42,702
+35,546
+497% +$1.04M 0.04% 316
2025
Q3 		$206K Sell
7,156
-318
-4% -$9.14K 0.01% 678
2025
Q2 		$215K Buy
+7,474
New +$207K 0.01% 632
2024
Q3 		– Sell
-7,600
Closed -$205K – 630
2024
Q2 		$205K Buy
+7,600
New +$201K 0.02% 275
2024
Q1 		– Sell
-13,098
Closed -$330K – 279
2023
Q4 		$330K Sell
13,098
-799
-6% -$19.1K 0.02% 477
2023
Q3 		$325K Sell
13,897
-17,631
-56% -$434K 0.02% 438
2023
Q2 		$784K Sell
31,528
-4,726
-13% -$120K 0.07% 239
2023
Q1 		$942K Sell
36,254
-4,709
-11% -$122K 0.08% 215
2022
Q4 		$1.05M Sell
40,963
-6,656
-14% -$171K 0.1% 190
2022
Q3 		$1.21M Sell
47,619
-29,664
-38% -$788K 0.13% 162
2022
Q2 		$2.03M Buy
+77,283
New +$2.08M 0.17% 145

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 $886M AUM 15.98% 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

Meridian Wealth Management's DRSK Position: Q1 2026 in Review

Meridian Wealth Management increased its Aptus Defined Risk ETF (DRSK) stake by 46% in Q1 2026, buying an estimated $556K and bringing the position to 62,501 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #255.

Meridian Wealth Management first reported a position in DRSK in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.03M in Q2 2022. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • Meridian Wealth Management held 62,501 shares of Aptus Defined Risk ETF worth $1.71M as of Q1 2026.
  • Meridian Wealth Management bought 19,799 Aptus Defined Risk ETF shares in Q1 2026, an estimated $556K.
  • Aptus Defined Risk ETF made up 0.06% of Meridian Wealth Management's portfolio in Q1 2026, its #255 holding.
  • Meridian Wealth Management first reported a position in Aptus Defined Risk ETF in Q2 2022 and has held it in 12 quarters since.
  • Meridian Wealth Management's Aptus Defined Risk ETF position peaked at $2.03M in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.