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

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.6k 170 27.27
2024-12-31 $4.7k 170 27.44

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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
Talon Private Wealth
Second Line Capital
Clarus Group
Compass Ion Advisors
Raymond James Financial
SevenBridge Financial
Brookstone Capital Management
Brogan Financial

View all funds holding Aptus Defined Risk Etf exchange traded funds