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Naviter Wealth’s Aptus Defined Risk ETF DRSK Stock Holding History

Naviter Wealth’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
-270,954
Closed -$7.47M – 284
2025
Q1 		$7.47M Buy
270,954
+21,247
+9% +$591K 0.91% 21
2024
Q4 		$6.85M Sell
249,707
-5,792
-2% -$162K 0.83% 23
2024
Q3 		$7.23M Buy
+255,499
New +$7.09M 1.01% 20

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 $2.07B AUM 22.34% 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 $295M AUM 20.77% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Naviter Wealth's DRSK Position: Q2 2025 in Review

Naviter Wealth sold out of Aptus Defined Risk ETF (DRSK) in Q2 2025, closing a stake of 270,954 shares — an estimated $7.47M sold.

Naviter Wealth first reported a position in DRSK in Q3 2024 and held it in 3 quarters. The position peaked at $7.47M in Q1 2025. 83 funds tracked by Wall St. Rank hold DRSK as of Q2 2025.

  • Naviter Wealth reported no remaining Aptus Defined Risk ETF position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 270,954 Aptus Defined Risk ETF shares in Q2 2025, an estimated $7.47M.
  • Naviter Wealth first reported a position in Aptus Defined Risk ETF in Q3 2024 and held it in 3 quarters.
  • Naviter Wealth's Aptus Defined Risk ETF position peaked at $7.47M in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.