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 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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return