SWS Partners »

Aptus Defined Risk Etf exchange traded funds shares owned by SWS Partners

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

Historical chart of SWS 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 SWS Partners 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 SWS Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 153k 28.83
2025-06-30 $4.0M 139k 28.74
2025-03-31 $3.4M 123k 27.27
2024-12-31 $2.6M 96k 27.43

More positions owned by SWS Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
NVIDIA Corporation (NVDA)
Purecycle Technologies (PCT)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Natera (NTRA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ambarella SHS (AMBA)
Marvell Technology (MRVL)
Mp Materials Corp Com Cl A (MP)

View all positions for SWS Partners

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