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Regal Investment Advisors’s Aptus Defined Risk ETF DRSK Stock Holding History

Regal Investment Advisors’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
Q1 		$3.63M Buy
132,649
+6,413
+5% +$180K 0.21% 127
2025
Q4 		$3.59M Buy
126,236
+86,810
+220% +$2.53M 0.21% 122
2025
Q3 		$1.14M Buy
+39,426
New +$1.13M 0.07% 244

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM

Regal Investment Advisors's DRSK Position: Q1 2026 in Review

Regal Investment Advisors increased its Aptus Defined Risk ETF (DRSK) stake by 5.1% in Q1 2026, buying an estimated $180K and bringing the position to 132,649 shares worth $3.63M. The position accounts for 0.21% of the portfolio, ranked #127.

Regal Investment Advisors first reported a position in DRSK in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • Regal Investment Advisors held 132,649 shares of Aptus Defined Risk ETF worth $3.63M as of Q1 2026.
  • Regal Investment Advisors bought 6,413 Aptus Defined Risk ETF shares in Q1 2026, an estimated $180K.
  • Aptus Defined Risk ETF made up 0.21% of Regal Investment Advisors's portfolio in Q1 2026, its #127 holding.
  • Regal Investment Advisors first reported a position in Aptus Defined Risk ETF in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.