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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
Q2 		$3.83M Buy
133,212
+563
+0.4% +$16.2K 0.2% 132
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 $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
TPW
Talon Private Wealth The Villages, Florida $855M AUM

Regal Investment Advisors's DRSK Position: Q2 2026 in Review

Regal Investment Advisors increased its Aptus Defined Risk ETF (DRSK) stake by 0.42% in Q2 2026, buying an estimated $16.2K and bringing the position to 133,212 shares worth $3.83M. The position accounts for 0.2% of the portfolio, ranked #132.

Regal Investment Advisors first reported a position in DRSK in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Regal Investment Advisors held 133,212 shares of Aptus Defined Risk ETF worth $3.83M as of Q2 2026.
  • Regal Investment Advisors bought 563 Aptus Defined Risk ETF shares in Q2 2026, an estimated $16.2K.
  • Aptus Defined Risk ETF made up 0.2% of Regal Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • Regal Investment Advisors first reported a position in Aptus Defined Risk ETF in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.