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Aptus Defined Risk Etf exchange traded funds shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management 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 Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $103k 3.6k 28.75

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Aptus Defined Risk Etf exchange traded funds

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

View all funds holding Aptus Defined Risk Etf exchange traded funds