UAG
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United Advisor Group’s Aptus Defined Risk ETF DRSK Stock Holding History

United Advisor 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 		$8.05M Buy
294,683
+16,598
+6% +$466K 0.99% 16
2025
Q4 		$7.92M Buy
278,085
+7,045
+3% +$206K 0.99% 20
2025
Q3 		$7.81M Buy
271,040
+27,208
+11% +$782K 1.05% 19
2025
Q2 		$7.01M Buy
243,832
+15,477
+7% +$428K 1.21% 15
2025
Q1 		$6.23M Buy
228,355
+10,130
+5% +$282K 1.28% 16
2024
Q4 		$5.99M Buy
218,225
+39,918
+22% +$1.12M 1.18% 18
2024
Q3 		$5.05M Buy
178,307
+38,586
+28% +$1.07M 1.14% 19
2024
Q2 		$3.78M Buy
139,721
+45,701
+49% +$1.21M 1.17% 19
2024
Q1 		$2.51M Buy
+94,020
New +$2.44M 0.94% 27

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 $886M AUM 15.98% 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

United Advisor Group's DRSK Position: Q1 2026 in Review

United Advisor Group increased its Aptus Defined Risk ETF (DRSK) stake by 6% in Q1 2026, buying an estimated $466K and bringing the position to 294,683 shares worth $8.05M. The position accounts for 0.99% of the portfolio, ranked #16.

United Advisor Group first reported a position in DRSK in Q1 2024 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold DRSK as of Q1 2026.

  • United Advisor Group held 294,683 shares of Aptus Defined Risk ETF worth $8.05M as of Q1 2026.
  • United Advisor Group bought 16,598 Aptus Defined Risk ETF shares in Q1 2026, an estimated $466K.
  • Aptus Defined Risk ETF made up 0.99% of United Advisor Group's portfolio in Q1 2026, its #16 holding.
  • United Advisor Group first reported a position in Aptus Defined Risk ETF in Q1 2024 and has held it in 9 quarters since.
  • 89 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.