Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Gladstone Institutional Advisory »

Aptus Defined Risk Etf exchange traded funds shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Aptus Defined Risk Etf exchange traded funds by Gladstone Institutional Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$423k	15k	28.83
2025-06-30	$332k	12k	28.74

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)

Apple (AAPL)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Spdr Series Trust Portfolio S&p500 (SPLG)

Microsoft Corporation (MSFT)

Amazon (AMZN)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Wisdomtree Tr Floatng Rat Trea (USFR)

Purecycle Technologies (PCT)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Ishares Tr S&p 500 Grwt Etf (IVW)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors

Integrated Wealth Concepts

Guardian Wealth Advisors, Llc / Nc

CI Private Wealth

Envestnet Asset Management

Diversified Enterprises

Kfg Wealth Management

Raymond James Financial

SevenBridge Financial

Brookstone Capital Management

Brogan Financial

View all funds holding Aptus Defined Risk Etf exchange traded funds

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z