WAT
DRSK icon

Wealth Advisory Team’s Aptus Defined Risk ETF DRSK Stock Holding History

Wealth Advisory Team’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 		$12.3M Buy
+429,155
New +$12.4M 10.03% 3
2025
Q4 		$11.8M Buy
+413,104
New +$12.1M 10.4% 2
2025
Q2 		$11.4M Buy
+397,185
New +$11M 10.68% 2

Other funds holding DRSK

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
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM

Wealth Advisory Team's DRSK Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Aptus Defined Risk ETF (DRSK) in Q2 2026: 429,155 shares worth $12.3M. The stake represents 10.03% of the portfolio and ranks #3 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in DRSK as recently as Q4 2025.

Wealth Advisory Team first reported a position in DRSK in Q2 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DRSK as of Q2 2026.

  • Wealth Advisory Team held 429,155 shares of Aptus Defined Risk ETF worth $12.3M as of Q2 2026.
  • Aptus Defined Risk ETF was a new Wealth Advisory Team position in Q2 2026.
  • Aptus Defined Risk ETF made up 10.03% of Wealth Advisory Team's portfolio in Q2 2026, its #3 holding.
  • Wealth Advisory Team first reported a position in Aptus Defined Risk ETF in Q2 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.