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Valeo Financial Advisors’s Aptus Defined Risk ETF DRSK Stock Holding History

Valeo Financial Advisors’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 		$408K Buy
+14,197
New +$409K 0.01% 515

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

Valeo Financial Advisors's DRSK Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Aptus Defined Risk ETF (DRSK) in Q2 2026: 14,197 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

92 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Valeo Financial Advisors held 14,197 shares of Aptus Defined Risk ETF worth $408K as of Q2 2026.
  • Aptus Defined Risk ETF was a new Valeo Financial Advisors position in Q2 2026.
  • Aptus Defined Risk ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #515 holding.
  • 92 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.