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Aptus Defined Risk Etf exchange traded funds shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group 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 Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $749k 26k 28.83
2025-06-30 $1.0M 36k 28.74
2025-03-31 $1.0M 38k 27.27
2024-12-31 $977k 36k 27.43

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

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