RFN
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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

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 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 $72.2B AUM 27.85% 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

RDA Financial Network's DRSK Position: Q2 2026 in Review

RDA Financial Network reduced its Aptus Defined Risk ETF (DRSK) stake by 3% in Q2 2026, selling an estimated $11.2K and leaving 12,470 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #200.

RDA Financial Network first reported a position in DRSK in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.05M in Q2 2021. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • RDA Financial Network held 12,470 shares of Aptus Defined Risk ETF worth $359K as of Q2 2026.
  • RDA Financial Network sold 390 Aptus Defined Risk ETF shares in Q2 2026, an estimated $11.2K.
  • Aptus Defined Risk ETF made up 0.08% of RDA Financial Network's portfolio in Q2 2026, its #200 holding.
  • RDA Financial Network first reported a position in Aptus Defined Risk ETF in Q4 2020 and has held it in 12 quarters since.
  • RDA Financial Network's Aptus Defined Risk ETF position peaked at $3.05M in Q2 2021.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.