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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
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 $11.9B 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 $1.57B 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 $773M AUM 12.78% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.82B 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