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
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 $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM