Aptus Defined Risk Etf exchange traded funds shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 402k | 28.83 |
| 2025-06-30 | $12M | 407k | 28.74 |
| 2025-03-31 | $9.7M | 354k | 27.27 |
| 2024-12-31 | $8.0M | 290k | 27.43 |
| 2024-09-30 | $7.0M | 247k | 28.30 |
| 2024-06-30 | $5.9M | 217k | 27.03 |
| 2024-03-31 | $3.4M | 128k | 26.66 |
| 2023-12-31 | $223k | 8.8k | 25.20 |
| 2023-09-30 | $734k | 32k | 23.31 |
| 2023-06-30 | $6.1M | 247k | 24.86 |
| 2023-03-31 | $9.3M | 357k | 25.97 |
Top funds holding Aptus Defined Risk Etf exchange traded funds
View all funds holding Aptus Defined Risk Etf exchange traded funds