DRSK — Aptus Defined Risk ETF

Ownership history in BOKF, NA  ·  3 quarters on record

This page tracks every 13F SEC filing in which BOKF, NA reported a position in Aptus Defined Risk ETF (DRSK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,196 -20,516 -86.5% 0.00% $92K $28.53
2025 Q2 ADDED 23,712 +3,196 +15.6% 0.01% $681K $28.18
2025 Q1 INITIATED 20,516 — — 0.01% $559K $26.48
% of Fund (quarterly)    DRSK price (monthly, adj. close)

Other funds also holding DRSK

As of 2025 Q4 — sorted by position size

GERBER, LLC 19.53% Clarus Group, Inc. 3Y 12.97% BROGAN FINANCIAL, INC. 3Y 12.3% Wealth Advisory Team LLC 10.4% Second Line Capital, LLC 7.83% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 7.7% KFG WEALTH MANAGEMENT, LLC 3Y 6.53% Pandora Wealth, Inc. 6.46% SevenBridge Financial Group, LLC 3Y 7Y 5.21% Sunburst Financial Group, LLC 3Y 4.33%
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