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 Q2	$8.89M	Buy	309,386 +14,703	+5%	+$424K	0.94%	16
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

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Talon Private Wealth The Villages, Florida $855M AUM

United Advisor Group's DRSK Position: Q2 2026 in Review

United Advisor Group increased its Aptus Defined Risk ETF (DRSK) stake by 5% in Q2 2026, buying an estimated $424K and bringing the position to 309,386 shares worth $8.89M. The position accounts for 0.94% of the portfolio, ranked #16.

United Advisor Group first reported a position in DRSK in Q1 2024 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

United Advisor Group held 309,386 shares of Aptus Defined Risk ETF worth $8.89M as of Q2 2026.
United Advisor Group bought 14,703 Aptus Defined Risk ETF shares in Q2 2026, an estimated $424K.
Aptus Defined Risk ETF made up 0.94% of United Advisor Group's portfolio in Q2 2026, its #16 holding.
United Advisor Group first reported a position in Aptus Defined Risk ETF in Q1 2024 and has held it in 10 quarters since.
93 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.