UWP
DRSK icon

Uniting Wealth Partners’s Aptus Defined Risk ETF DRSK Stock Holding History

Uniting Wealth Partners’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 		$4.14M Sell
144,002
-281,549
-66% -$8.11M 0.84% 32
2026
Q1 		$11.7M Buy
+425,551
New +$11.9M 2.48% 7
2025
Q4 		– Sell
-479,114
Closed -$13.8M – 165
2025
Q3 		$13.8M Buy
479,114
+294,031
+159% +$8.45M 3.26% 4
2025
Q2 		$5.32M Buy
+185,083
New +$5.12M 2.06% 8

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

Uniting Wealth Partners's DRSK Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Aptus Defined Risk ETF (DRSK) stake by 66% in Q2 2026, selling an estimated $8.11M and leaving 144,002 shares worth $4.14M. The position accounts for 0.84% of the portfolio, ranked #32.

Uniting Wealth Partners first reported a position in DRSK in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.8M in Q3 2025. 92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Uniting Wealth Partners held 144,002 shares of Aptus Defined Risk ETF worth $4.14M as of Q2 2026.
  • Uniting Wealth Partners sold 281,549 Aptus Defined Risk ETF shares in Q2 2026, an estimated $8.11M.
  • Aptus Defined Risk ETF made up 0.84% of Uniting Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Uniting Wealth Partners first reported a position in Aptus Defined Risk ETF in Q2 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's Aptus Defined Risk ETF position peaked at $13.8M in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.