Wealth Advisory Team »

Aptus Defined Risk Etf exchange traded funds shares owned by Wealth Advisory Team

Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by Wealth Advisory Team from 13F filings

Historical chart of Wealth Advisory Team 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 Wealth Advisory Team 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 Wealth Advisory Team

Quarter filed Position value Share count Share price at filing
2025-06-30 $11M 397k 28.74

More positions owned by Wealth Advisory Team

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Dimensional Etf Trust Us Equity Market (DFUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Intermed Term (BIV)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dbx Etf Tr Xtrackers Msci (USSG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Wealth Advisory Team

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