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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM

SWS Partners's DRSK Position: Q2 2026 in Review

SWS Partners reduced its Aptus Defined Risk ETF (DRSK) stake by 0.23% in Q2 2026, selling an estimated $12.9K and leaving 190,686 shares worth $5.48M. The position accounts for 1.18% of the portfolio, ranked #25.

SWS Partners first reported a position in DRSK in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • SWS Partners held 190,686 shares of Aptus Defined Risk ETF worth $5.48M as of Q2 2026.
  • SWS Partners sold 447 Aptus Defined Risk ETF shares in Q2 2026, an estimated $12.9K.
  • Aptus Defined Risk ETF made up 1.18% of SWS Partners's portfolio in Q2 2026, its #25 holding.
  • SWS Partners first reported a position in Aptus Defined Risk ETF in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.