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Aptus Defined Risk Etf exchange traded funds shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Aptus Defined Risk Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Aptus Defined Risk Etf exchange traded funds held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aptus Defined Risk Etf exchange traded funds by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $703k 28k 25.20
2023-09-30 $656k 28k 23.31
2023-06-30 $1.1M 43k 24.86
2023-03-31 $1.2M 46k 25.97

More positions owned by Atomi Financial Group

Coinbase Global Com Cl A (COIN)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Atomi Financial Group

Top funds holding Aptus Defined Risk Etf exchange traded funds

Sugarloaf Wealth Management
Raymond James Financial Services Advisors
Second Line Capital
Brogan Financial
First Heartland Consultants
ORG Partners
Compass Ion Advisors
Jane Street
Park Place Capital Corp
Silver Oak Securities
Captrust Financial Advisors
One + One Wealth Management
TrueWealth Advisors
Advisory Services Network
Leavell Investment Management

View all funds holding Aptus Defined Risk Etf exchange traded funds