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Guggenheim Bulletshrs 2023 Corp Bd Etf shares owned by FSM Wealth Advisors

Quarter-by-quarter ownership of Guggenheim Bulletshrs 2023 Corp Bd Etf shares owned by FSM Wealth Advisors from 13F filings

Historical chart of FSM Wealth Advisors investment in Guggenheim Bulletshrs 2023 Corp Bd Etf

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All positions including Guggenheim Bulletshrs 2023 Corp Bd Etf held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Bulletshrs 2023 Corp Bd Etf by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $299k 14k 21.23
2023-06-30 $299k 14k 21.20
2023-03-31 $310k 15k 21.08
2022-12-31 $309k 15k 20.98
2022-09-30 $330k 16k 20.87
2022-06-30 $331k 16k 20.93

More positions owned by FSM Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

Top funds holding Guggenheim Bulletshrs 2023 Corp Bd Etf

Shufro Rose & Co
IFP Advisors
Huntington National Bank

View all funds holding Guggenheim Bulletshrs 2023 Corp Bd Etf