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Principal Securities’s Aptus Defined Risk ETF DRSK Stock Holding History

Principal Securities’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
Q4 		– Sell
-849
Closed -$24.5K – 1906
2025
Q3 		$24.5K Hold
849
– – ﹤0.01% 2318
2025
Q2 		$24.4K Buy
849
+315
+59% +$8.72K ﹤0.01% 2226
2025
Q1 		$14.6K Hold
534
– – ﹤0.01% 2371
2024
Q4 		$14.6K Sell
534
-255
-32% -$7.14K ﹤0.01% 2367
2024
Q3 		$22.3K Hold
789
– – ﹤0.01% 2064
2024
Q2 		$21.3K Buy
+789
New +$20.9K ﹤0.01% 2042

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 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
GL
Gerber LLC Columbus, Ohio $179M AUM 24.35% 1-Year Est. Return

Principal Securities's DRSK Position: Q4 2025 in Review

Principal Securities sold out of Aptus Defined Risk ETF (DRSK) in Q4 2025, closing a stake of 849 shares — an estimated $24.5K sold.

Principal Securities first reported a position in DRSK in Q2 2024 and held it in 6 quarters. The position peaked at $24.5K in Q3 2025. 95 funds tracked by Wall St. Rank hold DRSK as of Q4 2025.

  • Principal Securities reported no remaining Aptus Defined Risk ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 849 Aptus Defined Risk ETF shares in Q4 2025, an estimated $24.5K.
  • Principal Securities first reported a position in Aptus Defined Risk ETF in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Aptus Defined Risk ETF position peaked at $24.5K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.