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Aptus Defined Risk Etf exchange traded funds shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 156k 25.20
2023-09-30 $4.3M 183k 23.31
2023-06-30 $4.5M 180k 24.86

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Aptus Defined Risk Etf exchange traded funds

Sugarloaf Wealth Management
Raymond James Financial Services Advisors
Second Line Capital
Brogan Financial
First Heartland Consultants
ORG Partners
Compass Ion Advisors
Jane Street
Park Place Capital Corp
Silver Oak Securities
Captrust Financial Advisors
One + One Wealth Management
TrueWealth Advisors
Advisory Services Network
Leavell Investment Management

View all funds holding Aptus Defined Risk Etf exchange traded funds