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SmartHarvest Portfolios’s Aptus Defined Risk ETF DRSK Stock Holding History

SmartHarvest Portfolios’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 		$471K Hold
16,376
– – 0.15% 143
2026
Q1 		$448K Hold
16,376
– – 0.19% 113
2025
Q4 		$466K Buy
+16,376
New +$478K 0.16% 129

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

SmartHarvest Portfolios's DRSK Position: Q2 2026 in Review

SmartHarvest Portfolios held its Aptus Defined Risk ETF (DRSK) position steady in Q2 2026 at 16,376 shares worth $471K. The position accounts for 0.15% of the portfolio, ranked #143.

SmartHarvest Portfolios first reported a position in DRSK in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • SmartHarvest Portfolios held 16,376 shares of Aptus Defined Risk ETF worth $471K as of Q2 2026.
  • SmartHarvest Portfolios left its Aptus Defined Risk ETF share count unchanged in Q2 2026.
  • Aptus Defined Risk ETF made up 0.15% of SmartHarvest Portfolios's portfolio in Q2 2026, its #143 holding.
  • SmartHarvest Portfolios first reported a position in Aptus Defined Risk ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.