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Aptus Defined Risk Etf exchange traded funds shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 541 28.30

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard S&p 500 Etf Etf (VOO)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for EverSource Wealth Advisors

Top funds holding Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors
Integrated Wealth Concepts
Raymond James Financial
Raymond James Financial Services Advisors
Sugarloaf Wealth Management
Guardian Wealth Advisors, Llc / Nc
Brookstone Capital Management
Envestnet Asset Management
Diversified Enterprises
Clarus Group
Kfg Wealth Management
Second Line Capital
Brogan Financial
ORG Partners
Compass Ion Advisors

View all funds holding Aptus Defined Risk Etf exchange traded funds