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True Vision MN’s Aptus Defined Risk ETF DRSK Stock Holding History

True Vision MN’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 		– Sell
-63,789
Closed -$1.82M – 102
2025
Q4 		$1.82M Sell
63,789
-759
-1% -$22.2K 0.92% 26
2025
Q3 		$1.86M Sell
64,548
-1,053
-2% -$30.3K 0.97% 25
2025
Q2 		$1.89M Sell
65,601
-3,075
-4% -$85.1K 1.04% 25
2025
Q1 		$1.87M Buy
68,676
+748
+1% +$20.8K 1.12% 24
2024
Q4 		$1.86M Buy
67,928
+4,173
+7% +$117K 1.11% 22
2024
Q3 		$1.8M Buy
63,755
+6,486
+11% +$180K 1.08% 22
2024
Q2 		$1.55M Buy
+57,269
New +$1.52M 1.01% 23

Other funds holding DRSK

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
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 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
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
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Talon Private Wealth
Talon Private Wealth The Villages, Florida $855M AUM

True Vision MN's DRSK Position: Q1 2026 in Review

True Vision MN sold out of Aptus Defined Risk ETF (DRSK) in Q1 2026, closing a stake of 63,789 shares — an estimated $1.82M sold.

True Vision MN first reported a position in DRSK in Q2 2024 and held it in 7 quarters. The position peaked at $1.89M in Q2 2025. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • True Vision MN reported no remaining Aptus Defined Risk ETF position as of Q1 2026 after selling out during the quarter.
  • True Vision MN sold 63,789 Aptus Defined Risk ETF shares in Q1 2026, an estimated $1.82M.
  • True Vision MN first reported a position in Aptus Defined Risk ETF in Q2 2024 and held it in 7 quarters.
  • True Vision MN's Aptus Defined Risk ETF position peaked at $1.89M in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.