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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
2024-03-31	$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

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Etf Ser Solutions Aptus Collrd Inv (ACIO)

Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

Dbx Etf Tr Xtrack Msci Eafe (DBEF)

Spdr Ser Tr Portfolio Agrgte (SPAB)

First Tr Exchange-traded Smid Risng Etf (SDVY)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ea Series Trust Freedom 100 Em (FRDM)

Ishares Tr Intl Div Grwth (IGRO)

Servisfirst Bancshares (SFBS)

Spdr Ser Tr Bloomberg Sht Te (SJNK)

First Tr Exchange-traded Senior Ln Fd (FTSL)

Etf Ser Solutions Aptus Enhanced (JUCY)

Etf Ser Solutions Aptus Defined (DRSK)

View all positions for TrueWealth Advisors

Top funds holding Aptus Defined Risk Etf exchange traded funds

Sugarloaf Wealth Management

Raymond James Financial Services Advisors

Second Line Capital

Brogan Financial

First Heartland Consultants

ORG Partners

Compass Ion Advisors

Jane Street

Park Place Capital Corp

Silver Oak Securities

Captrust Financial Advisors

One + One Wealth Management

TrueWealth Advisors

Advisory Services Network

Leavell Investment Management

View all funds holding Aptus Defined Risk Etf exchange traded funds

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