Naviter Wealth »

Aptus Defined Risk Etf exchange traded funds shares owned by Naviter Wealth

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

Historical chart of Naviter Wealth 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 Naviter Wealth 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 Naviter Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 256k 28.30

More positions owned by Naviter Wealth

Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Alps Etf Tr Alerian Mlp (AMLP)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Ares Capital Corporation (ARCC)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Tidewater (TDW)
Prologis (PLD)

View all positions for Naviter Wealth

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
Second Line Capital
Clarus Group
Brogan Financial
ORG Partners
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