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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

Tip: Access up to 7 years of quarterly data

All positions including Aptus Defined Risk Etf exchange traded funds held by TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
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