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Aptus Defined Risk Etf exchange traded funds shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Aptus Defined Risk Etf exchange traded funds

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All positions including Aptus Defined Risk Etf exchange traded funds held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$99M	3.5M	28.30
2024-06-30	$55M	2.0M	27.03
2024-03-31	$16M	610k	26.66

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)

Bny Mellon MF Closed and MF Open (BKLC)

Apple Common Stock (AAPL)

Ishares Core MF Closed and MF Open (IVV)

Etf Aptus MF Closed and MF Open (ACIO)

Nvidia Corp Common Stock (NVDA)

Microsoft Corp Common Stock (MSFT)

Dimensional Us MF Closed and MF Open (DFAC)

Spdr Portfolio MF Closed and MF Open (SPLG)

Etf Ser MF Closed and MF Open (DRSK)

SPDR S&P MF Closed and MF Open (SPY)

Blackrock U S MF Closed and MF Open (DYNF)

Invesco Qqq MF Closed and MF Open (QQQ)

Goldman Sachs MF Closed and MF Open (GSEW)

Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors

Integrated Wealth Concepts

Raymond James Financial Services Advisors

Brookstone Capital Management

Sugarloaf Wealth Management

Envestnet Asset Management

Kfg Wealth Management

Compass Ion Advisors

First Heartland Consultants

Waterloo Capital

Thrivent Financial for Lutherans

View all funds holding Aptus Defined Risk Etf exchange traded funds

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