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Princeton Global Asset Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Princeton Global Asset 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
Q2 		$111K Hold
3,846
– – 0.02% 283
2026
Q1 		$105K Sell
3,846
-291
-7% -$8.17K 0.02% 278
2025
Q4 		$118K Buy
+4,137
New +$121K 0.02% 247

Other funds holding DRSK

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Princeton Global Asset Management's DRSK Position: Q2 2026 in Review

Princeton Global Asset Management held its Aptus Defined Risk ETF (DRSK) position steady in Q2 2026 at 3,846 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #283.

Princeton Global Asset Management first reported a position in DRSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $118K in Q4 2025. 14 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Princeton Global Asset Management held 3,846 shares of Aptus Defined Risk ETF worth $111K as of Q2 2026.
  • Princeton Global Asset Management left its Aptus Defined Risk ETF share count unchanged in Q2 2026.
  • Aptus Defined Risk ETF made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #283 holding.
  • Princeton Global Asset Management first reported a position in Aptus Defined Risk ETF in Q4 2025 and has held it in 3 quarters since.
  • Princeton Global Asset Management's Aptus Defined Risk ETF position peaked at $118K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.