UBS Group
DRSK icon

UBS Group’s Aptus Defined Risk ETF DRSK Stock Holding History

UBS 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 		$10.3K Buy
360
+349
+3,173% +$10.1K ﹤0.01% 8553
2026
Q1 		$301 Sell
11
-1,530
-99% -$42.9K ﹤0.01% 9969
2025
Q4 		$43.9K Buy
1,541
+749
+95% +$21.9K ﹤0.01% 7295
2025
Q3 		$22.8K Buy
+792
New +$22.8K ﹤0.01% 8068
2025
Q2 		– Sell
-281
Closed -$7.66K – 10357
2025
Q1 		$7.66K Buy
+281
New +$7.82K ﹤0.01% 8807
2023
Q2 		– Sell
-2,142
Closed -$55.6K – 9057
2023
Q1 		$55.6K Buy
2,142
+1,799
+524% +$46.5K ﹤0.01% 6375
2022
Q4 		$8.78K Sell
343
-4,943
-94% -$127K ﹤0.01% 8731
2022
Q3 		$134K Buy
5,286
+4,711
+819% +$125K ﹤0.01% 5449
2022
Q2 		$15K Sell
575
-42
-7% -$1.13K ﹤0.01% 7278
2022
Q1 		$17K Buy
+617
New +$17.5K ﹤0.01% 7642
2021
Q3 		– Sell
-2,714
Closed -$80K – 9642
2021
Q2 		$80K Buy
2,714
+2,193
+421% +$64.7K ﹤0.01% 6049
2021
Q1 		$15K Buy
+521
New +$15.4K ﹤0.01% 7624
2020
Q4 		– Sell
-1
Closed – – 8464
2020
Q3 		$0 Sell
1
-100
-99% -$3.08K ﹤0.01% 8060
2020
Q2 		$3K Buy
+101
New +$3K ﹤0.01% 7529
2020
Q1 		– Sell
-32
Closed -$1K – 8035
2019
Q4 		$1K Buy
+32
New +$877 ﹤0.01% 7932

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

UBS Group's DRSK Position: Q2 2026 in Review

UBS Group increased its Aptus Defined Risk ETF (DRSK) stake by 3,173% in Q2 2026, buying an estimated $10.1K and bringing the position to 360 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8553.

UBS Group first reported a position in DRSK in Q4 2019 and has held it in 15 quarters since. The position peaked at $134K in Q3 2022. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • UBS Group held 360 shares of Aptus Defined Risk ETF worth $10.3K as of Q2 2026.
  • UBS Group bought 349 Aptus Defined Risk ETF shares in Q2 2026, an estimated $10.1K.
  • Aptus Defined Risk ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8553 holding.
  • UBS Group first reported a position in Aptus Defined Risk ETF in Q4 2019 and has held it in 15 quarters since.
  • UBS Group's Aptus Defined Risk ETF position peaked at $134K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.