Rockefeller Capital Management
DRSK icon

Rockefeller Capital Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Rockefeller Capital Management’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 		– Sell
-306
Closed -$8.71K – 4743
2025
Q4 		$8.71K Buy
+306
New +$8.93K ﹤0.01% 3860

Other funds holding DRSK

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
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 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 $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

Rockefeller Capital Management's DRSK Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Aptus Defined Risk ETF (DRSK) in Q1 2026, closing a stake of 306 shares — an estimated $8.71K sold.

Rockefeller Capital Management first reported a position in DRSK in Q4 2025 and held it in 1 quarter. The position peaked at $8.71K in Q4 2025. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Aptus Defined Risk ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 306 Aptus Defined Risk ETF shares in Q1 2026, an estimated $8.71K.
  • Rockefeller Capital Management first reported a position in Aptus Defined Risk ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Aptus Defined Risk ETF position peaked at $8.71K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.