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Aptus Defined Risk Etf exchange traded funds shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $167k 6.1k 27.33

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Caterpillar (CAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Penumbra (PEN)
Costco Wholesale Corporation (COST)
Lincoln National Corporation (LNC)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Johnson & Johnson (JNJ)

View all positions for Oak Harbor Wealth Partners

Top funds holding Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors
Integrated Wealth Concepts
Guardian Wealth Advisors, Llc / Nc
Envestnet Asset Management
CI Private Wealth
Kfg Wealth Management
Diversified Enterprises
Compass Ion Advisors
Talon Private Wealth
Second Line Capital
Gerber
Clarus Group
SevenBridge Financial
Raymond James Financial
Brookstone Capital Management

View all funds holding Aptus Defined Risk Etf exchange traded funds