RDA Financial Network
DRSK icon

RDA Financial Network’s Aptus Defined Risk ETF DRSK Stock Holding History

RDA Financial Network’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
Q3 		$309K Sell
11,382
-1,088
-9% -$30.8K 0.07% 204
2026
Q2 		$359K Sell
12,470
-390
-3% -$11.2K 0.08% 200
2026
Q1 		$351K Buy
12,860
+2,120
+20% +$59.5K 0.09% 194
2025
Q4 		$306K Buy
10,740
+950
+10% +$27.7K 0.07% 211
2025
Q3 		$282K Buy
9,790
+85
+0.9% +$2.44K 0.07% 217
2025
Q2 		$279K Sell
9,705
-265
-3% -$7.34K 0.08% 212
2025
Q1 		$272K Sell
9,970
-1,245
-11% -$34.6K 0.08% 200
2024
Q4 		$308K Buy
11,215
+3,069
+38% +$85.9K 0.09% 190
2024
Q3 		$231K Buy
+8,146
New +$226K 0.07% 211
2021
Q4 		– Sell
-102,492
Closed -$2.93M – 223
2021
Q3 		$2.93M Sell
102,492
-572
-0.6% -$16.9K 1.29% 19
2021
Q2 		$3.05M Buy
103,064
+80
+0.1% +$2.36K 1.35% 17
2021
Q1 		$3.02M Buy
102,984
+19,477
+23% +$575K 1.29% 15
2020
Q4 		$2.45M Buy
+83,507
New +$2.52M 1.1% 22

Other funds holding DRSK

KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RDA Financial Network's DRSK Position: Q3 2026 in Review

RDA Financial Network reduced its Aptus Defined Risk ETF (DRSK) stake by 8.7% in Q3 2026, selling an estimated $30.8K and leaving 11,382 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #204.

RDA Financial Network first reported a position in DRSK in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.05M in Q2 2021. 31 funds tracked by Wall St. Rank hold DRSK as of Q3 2026.

  • RDA Financial Network held 11,382 shares of Aptus Defined Risk ETF worth $309K as of Q3 2026.
  • RDA Financial Network sold 1,088 Aptus Defined Risk ETF shares in Q3 2026, an estimated $30.8K.
  • Aptus Defined Risk ETF made up 0.07% of RDA Financial Network's portfolio in Q3 2026, its #204 holding.
  • RDA Financial Network first reported a position in Aptus Defined Risk ETF in Q4 2020 and has held it in 13 quarters since.
  • RDA Financial Network's Aptus Defined Risk ETF position peaked at $3.05M in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.