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Aptus Defined Risk Etf exchange traded funds shares owned by Betterment

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2025-12-31 $756k 27k 28.48
2025-09-30 $644k 22k 28.82
2025-06-30 $570k 20k 28.75

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors
Integrated Wealth Concepts
Guardian Wealth Advisors, Llc / Nc
CI Private Wealth
Diversified Enterprises
Kfg Wealth Management
Compass Ion Advisors
Second Line Capital
Clarus Group
Gerber
SevenBridge Financial
Raymond James Financial
Brookstone Capital Management
Brogan Financial
Signal Advisors Wealth

View all funds holding Aptus Defined Risk Etf exchange traded funds