Valeo Financial Advisors »

Aptus Defined Risk Etf exchange traded funds shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $408k 14k 28.75

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p 500 Index Etf (IVV)
Prologis Share Beneficial Int Reit (PLD)
Eli Lilly & Co Stock (LLY)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf (IEFA)

View all positions for Valeo Financial Advisors

Top funds holding Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors
Integrated Wealth Concepts
Guardian Wealth Advisors, Llc / Nc
Envestnet Asset Management
CI Private Wealth
Kfg Wealth Management
Diversified Enterprises
Second Line Capital
Compass Ion Advisors
Talon Private Wealth
Gerber
Clarus Group
SevenBridge Financial
Brookstone Capital Management
First Heartland Consultants

View all funds holding Aptus Defined Risk Etf exchange traded funds