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Savvy Advisors Inc’s Aptus Defined Risk ETF DRSK Stock Holding History

Savvy Advisors Inc’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 		$1.81M Sell
66,051
-106,389
-62% -$2.99M 0.05% 290
2025
Q4 		$4.91M Buy
+172,440
New +$5.03M 0.16% 99

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 $1.83B AUM 16.79% 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

Savvy Advisors Inc's DRSK Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Aptus Defined Risk ETF (DRSK) stake by 62% in Q1 2026, selling an estimated $2.99M and leaving 66,051 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #290.

Savvy Advisors Inc first reported a position in DRSK in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.91M in Q4 2025. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • Savvy Advisors Inc held 66,051 shares of Aptus Defined Risk ETF worth $1.81M as of Q1 2026.
  • Savvy Advisors Inc sold 106,389 Aptus Defined Risk ETF shares in Q1 2026, an estimated $2.99M.
  • Aptus Defined Risk ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #290 holding.
  • Savvy Advisors Inc first reported a position in Aptus Defined Risk ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Aptus Defined Risk ETF position peaked at $4.91M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.