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NewEdge Advisors’s Aptus Defined Risk ETF DRSK Stock Holding History

NewEdge 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
2026
Q2 		$1.81K Hold
63
– – ﹤0.01% 3937
2026
Q1 		$1.72K Buy
+63
New +$1.77K ﹤0.01% 3834
2023
Q3 		– Sell
-64
Closed -$1.59K – 3516
2023
Q2 		$1.59K Buy
+64
New +$1.62K ﹤0.01% 3158

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
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 $78.6B AUM 28.08% 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
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

NewEdge Advisors's DRSK Position: Q2 2026 in Review

NewEdge Advisors held its Aptus Defined Risk ETF (DRSK) position steady in Q2 2026 at 63 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3937.

NewEdge Advisors first reported a position in DRSK in Q2 2023 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • NewEdge Advisors held 63 shares of Aptus Defined Risk ETF worth $1.81K as of Q2 2026.
  • NewEdge Advisors left its Aptus Defined Risk ETF share count unchanged in Q2 2026.
  • Aptus Defined Risk ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3937 holding.
  • NewEdge Advisors first reported a position in Aptus Defined Risk ETF in Q2 2023 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.