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Safe Harbor Fiduciary’s Aptus Defined Risk ETF DRSK Stock Holding History

Safe Harbor Fiduciary’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
2025
Q2 		– Sell
-13,813
Closed -$377K – 238
2025
Q1 		$377K Buy
13,813
+80
+0.6% +$2.23K 0.39% 56
2024
Q4 		$377K Sell
13,733
-172,013
-93% -$4.82M 0.38% 57
2024
Q3 		$5.26M Buy
+185,746
New +$5.16M 4.93% 3

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Safe Harbor Fiduciary's DRSK Position: Q2 2025 in Review

Safe Harbor Fiduciary sold out of Aptus Defined Risk ETF (DRSK) in Q2 2025, closing a stake of 13,813 shares — an estimated $377K sold.

Safe Harbor Fiduciary first reported a position in DRSK in Q3 2024 and held it in 3 quarters. The position peaked at $5.26M in Q3 2024. 83 funds tracked by Wall St. Rank hold DRSK as of Q2 2025.

  • Safe Harbor Fiduciary reported no remaining Aptus Defined Risk ETF position as of Q2 2025 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 13,813 Aptus Defined Risk ETF shares in Q2 2025, an estimated $377K.
  • Safe Harbor Fiduciary first reported a position in Aptus Defined Risk ETF in Q3 2024 and held it in 3 quarters.
  • Safe Harbor Fiduciary's Aptus Defined Risk ETF position peaked at $5.26M in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.