Aptus Defined Risk Etf exchange traded funds shares owned by Lord & Richards Wealth Management
Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by Lord & Richards Wealth Management
from 13F filings
Historical chart of Lord & Richards Wealth 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 Lord & Richards Wealth Management 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 Lord & Richards Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 272k | 28.83 |
| 2025-06-30 | $7.5M | 262k | 28.74 |
| 2025-03-31 | $5.7M | 209k | 27.27 |
| 2024-12-31 | $2.4M | 87k | 27.43 |
More positions owned by Lord & Richards Wealth Management
View all positions for Lord & Richards Wealth Management
Top funds holding Aptus Defined Risk Etf exchange traded funds
View all funds holding Aptus Defined Risk Etf exchange traded funds