Valeo Financial Advisors
DRSK icon

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
Q3 		– Sell
-14,197
Closed -$408K – 876
2026
Q2 		$408K Buy
+14,197
New +$409K 0.01% 515

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FHC
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SFG
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6SA
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TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's DRSK Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Aptus Defined Risk ETF (DRSK) in Q3 2026, closing a stake of 14,197 shares — an estimated $408K sold.

Valeo Financial Advisors first reported a position in DRSK in Q2 2026 and held it in 1 quarter. The position peaked at $408K in Q2 2026. 11 funds tracked by Wall St. Rank hold DRSK as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Aptus Defined Risk ETF position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 14,197 Aptus Defined Risk ETF shares in Q3 2026, an estimated $408K.
  • Valeo Financial Advisors first reported a position in Aptus Defined Risk ETF in Q2 2026 and held it in 1 quarter.
  • Valeo Financial Advisors's Aptus Defined Risk ETF position peaked at $408K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.