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Second Half Financial Partners’s Aptus Defined Risk ETF DRSK Stock Holding History

Second Half Financial Partners’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 		$3.36M Sell
116,967
-1,380
-1% -$39.8K 1.38% 12
2026
Q1 		$3.23M Buy
118,347
+9,367
+9% +$263K 1.46% 11
2025
Q4 		$3.1M Buy
108,980
+1,878
+2% +$54.8K 1.38% 10
2025
Q3 		$3.09M Sell
107,102
-3,234
-3% -$92.9K 1.36% 11
2025
Q2 		$3.17M Buy
110,336
+2,015
+2% +$55.8K 1.49% 10
2025
Q1 		$2.95M Buy
108,321
+46
+0% +$1.28K 1.46% 10
2024
Q4 		$2.97M Buy
108,275
+508
+0.5% +$14.2K 1.45% 16
2024
Q3 		$3.05M Buy
+107,767
New +$2.99M 1.62% 21

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 $20.5B AUM 24.45% 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
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

Second Half Financial Partners's DRSK Position: Q2 2026 in Review

Second Half Financial Partners reduced its Aptus Defined Risk ETF (DRSK) stake by 1.2% in Q2 2026, selling an estimated $39.8K and leaving 116,967 shares worth $3.36M. The position accounts for 1.38% of the portfolio, ranked #12.

Second Half Financial Partners first reported a position in DRSK in Q3 2024 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Second Half Financial Partners held 116,967 shares of Aptus Defined Risk ETF worth $3.36M as of Q2 2026.
  • Second Half Financial Partners sold 1,380 Aptus Defined Risk ETF shares in Q2 2026, an estimated $39.8K.
  • Aptus Defined Risk ETF made up 1.38% of Second Half Financial Partners's portfolio in Q2 2026, its #12 holding.
  • Second Half Financial Partners first reported a position in Aptus Defined Risk ETF in Q3 2024 and has held it in 8 quarters since.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.