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Aptus Defined Risk Etf exchange traded funds shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 53k 25.20
2022-09-30 $1.3M 51k 25.40
2022-06-30 $1.2M 44k 26.29
2020-12-31 $2.7M 92k 29.35

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

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