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Retirement Planning Group (Kansas)’s Aptus Defined Risk ETF DRSK Stock Holding History

Retirement Planning Group (Kansas)’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 		$286K Sell
9,956
-686
-6% -$19.8K 0.01% 447
2026
Q1 		$291K Sell
10,642
-11,134
-51% -$312K 0.01% 394
2025
Q4 		$620K Sell
21,776
-4,190
-16% -$122K 0.02% 240
2025
Q3 		$749K Sell
25,966
-9,517
-27% -$274K 0.03% 213
2025
Q2 		$1.02M Sell
35,483
-2,177
-6% -$60.3K 0.04% 146
2025
Q1 		$1.03M Buy
37,660
+2,058
+6% +$57.2K 0.05% 129
2024
Q4 		$977K Buy
+35,602
New +$997K 0.05% 126

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

Retirement Planning Group (Kansas)'s DRSK Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Aptus Defined Risk ETF (DRSK) stake by 6.4% in Q2 2026, selling an estimated $19.8K and leaving 9,956 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #447.

Retirement Planning Group (Kansas) first reported a position in DRSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2025. 93 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Retirement Planning Group (Kansas) held 9,956 shares of Aptus Defined Risk ETF worth $286K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 686 Aptus Defined Risk ETF shares in Q2 2026, an estimated $19.8K.
  • Aptus Defined Risk ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #447 holding.
  • Retirement Planning Group (Kansas) first reported a position in Aptus Defined Risk ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (Kansas)'s Aptus Defined Risk ETF position peaked at $1.03M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.