Aptus Defined Risk Etf exchange traded funds shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Aptus Defined Risk Etf exchange traded funds
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Quarterly reported holdings in Aptus Defined Risk Etf exchange traded funds by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $61M | 2.3M | 26.66 |
| 2023-12-31 | $52M | 2.1M | 25.20 |
| 2023-09-30 | $52M | 2.2M | 23.31 |
| 2023-06-30 | $61M | 2.5M | 24.86 |
| 2023-03-31 | $62M | 2.4M | 25.97 |
| 2022-12-31 | $56M | 2.2M | 25.60 |
| 2022-09-30 | $78M | 3.1M | 25.40 |
| 2022-06-30 | $80M | 3.0M | 26.29 |
| 2022-03-31 | $87M | 3.1M | 28.00 |
| 2021-12-31 | $82M | 2.9M | 28.85 |
| 2021-09-30 | $77M | 2.7M | 28.63 |
| 2021-06-30 | $72M | 2.4M | 29.64 |
| 2021-03-31 | $67M | 100 | 666030.00 |
| 2020-12-31 | $51M | 1.7M | 29.35 |
| 2020-09-30 | $49M | 1.6M | 30.95 |
| 2020-06-30 | $40M | 1.3M | 30.20 |
| 2020-03-31 | $35M | 1.2M | 28.08 |
| 2019-12-31 | $25M | 909k | 27.27 |
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