SFG
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SevenBridge Financial Group’s Aptus Defined Risk ETF DRSK Stock Holding History

SevenBridge Financial Group’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 		$37.5M Buy
1,291,800
+56,735
+5% +$1.63M 5.51% 1
2026
Q1 		$35.4M Buy
1,235,065
+90,912
+8% +$2.55M 5.54% 1
2025
Q4 		$32.4M Buy
1,144,153
+47,525
+4% +$1.39M 5.21% 1
2025
Q3 		$32.3M Buy
1,096,628
+306,569
+39% +$8.81M 5.32% 1
2025
Q2 		$22.8M Buy
790,059
+244,284
+45% +$6.76M 4.01% 3
2025
Q1 		$15.1M Buy
545,775
+396,955
+267% +$11M 2.97% 3
2024
Q4 		$4.15M Buy
+148,820
New +$4.17M 0.78% 38

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

SevenBridge Financial Group's DRSK Position: Q2 2026 in Review

SevenBridge Financial Group increased its Aptus Defined Risk ETF (DRSK) stake by 4.6% in Q2 2026, buying an estimated $1.63M and bringing the position to 1,291,800 shares worth $37.5M. The position accounts for 5.51% of the portfolio, ranked #1.

SevenBridge Financial Group first reported a position in DRSK in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • SevenBridge Financial Group held 1,291,800 shares of Aptus Defined Risk ETF worth $37.5M as of Q2 2026.
  • SevenBridge Financial Group bought 56,735 Aptus Defined Risk ETF shares in Q2 2026, an estimated $1.63M.
  • Aptus Defined Risk ETF made up 5.51% of SevenBridge Financial Group's portfolio in Q2 2026, its #1 holding.
  • SevenBridge Financial Group first reported a position in Aptus Defined Risk ETF in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.