Synergy Financial Management »

Aptus Defined Risk Etf exchange traded funds shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 41k 28.47

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Citizens Financial (CFG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Coca-Cola Company (KO)
Boston Scientific Corporation (BSX)
Abbvie (ABBV)
Axis Cap Hldgs SHS (AXS)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)

View all positions for Synergy Financial Management

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
Compass Ion Advisors
Second Line Capital
Clarus Group
Gerber
SevenBridge Financial
Raymond James Financial
Brookstone Capital Management
Brogan Financial

View all funds holding Aptus Defined Risk Etf exchange traded funds