Global Wealth Strategies & Associates »

Aptus Defined Risk Etf exchange traded funds shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Aptus Defined Risk Etf exchange traded funds by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7k 130 28.47

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Schwab Crypto Thematic Etf Etf (STCE)
Ishares Semiconductor Etf Etf (SOXX)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

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
Second Line Capital
Clarus Group
Compass Ion Advisors
Raymond James Financial
SevenBridge Financial
Brookstone Capital Management
Brogan Financial
First Heartland Consultants

View all funds holding Aptus Defined Risk Etf exchange traded funds