SWS Partners
DRSK icon

SWS Partners’s Aptus Defined Risk ETF DRSK Stock Holding History

SWS 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
Q3 		$5.51M Buy
202,729
+12,043
+6% +$341K 1.18% 27
2026
Q2 		$5.48M Sell
190,686
-447
-0.2% -$12.9K 1.18% 25
2026
Q1 		$5.22M Buy
191,133
+32,097
+20% +$901K 1.29% 21
2025
Q4 		$4.53M Buy
159,036
+6,441
+4% +$188K 1.09% 25
2025
Q3 		$4.4M Buy
152,595
+13,346
+10% +$384K 1.07% 25
2025
Q2 		$4M Buy
139,249
+16,148
+13% +$447K 1.08% 24
2025
Q1 		$3.36M Buy
123,101
+27,088
+28% +$753K 1.1% 22
2024
Q4 		$2.63M Buy
+96,013
New +$2.69M 0.8% 45

Other funds holding DRSK

KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
SevenBridge Financial Group
SevenBridge Financial Group Harrisburg, Pennsylvania $674M AUM 24.3% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

SWS Partners's DRSK Position: Q3 2026 in Review

SWS Partners increased its Aptus Defined Risk ETF (DRSK) stake by 6.3% in Q3 2026, buying an estimated $341K and bringing the position to 202,729 shares worth $5.51M. The position accounts for 1.18% of the portfolio, ranked #27.

SWS Partners first reported a position in DRSK in Q4 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold DRSK as of Q3 2026.

  • SWS Partners held 202,729 shares of Aptus Defined Risk ETF worth $5.51M as of Q3 2026.
  • SWS Partners bought 12,043 Aptus Defined Risk ETF shares in Q3 2026, an estimated $341K.
  • Aptus Defined Risk ETF made up 1.18% of SWS Partners's portfolio in Q3 2026, its #27 holding.
  • SWS Partners first reported a position in Aptus Defined Risk ETF in Q4 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.