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Aptus April Deep Buffer Etf shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Aptus April Deep Buffer Etf shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Aptus April Deep Buffer Etf

Tip: Access up to 7 years of quarterly data

All positions including Aptus April Deep Buffer Etf held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aptus April Deep Buffer Etf by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $103k 4.0k 25.70

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State Street Spdr S&p 500 Etf Etf (SPY)
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Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Central Secs Corp Cef (CET)
Schwab U.s. Broad Market Etf Etf (SCHB)
Ishares Russell 2000 Etf Etf (IWM)
Tri Contl Corp Cef (TY)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Qqq Trust Series I Etf (QQQ)
Royce Micro-cap Tr Cef (RMT)

View all positions for Blue Bell Private Wealth Management

Top funds holding Aptus April Deep Buffer Etf

Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
Blue Bell Private Wealth Management

View all funds holding Aptus April Deep Buffer Etf