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Inv Bulletshs 2024 Etf etf/closed end- shares owned by CWM

Quarter-by-quarter ownership of Inv Bulletshs 2024 Etf etf/closed end- (BSJO) shares owned by CWM from 13F filings

Historical chart of CWM investment in Inv Bulletshs 2024 Etf etf/closed end-

Tip: Access up to 7 years of quarterly data

All positions including Inv Bulletshs 2024 Etf etf/closed end- held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Inv Bulletshs 2024 Etf etf/closed end- by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 442k 22.72
2024-06-30 $10M 440k 22.72
2024-03-31 $9.8M 432k 22.73
2023-12-31 $9.3M 408k 22.72
2023-09-30 $14M 624k 22.48
2023-06-30 $14M 621k 22.48
2023-03-31 $14M 610k 22.45
2022-12-31 $6.2M 282k 22.12
2022-09-30 $6.5M 302k 21.62
2022-06-30 $7.9M 364k 21.79
2021-03-31 $3.0k 126 23.81
2020-12-31 $3.0k 126 23.81

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View all positions for CWM

Top funds holding Inv Bulletshs 2024 Etf etf/closed end-

Mirador Capital Partners
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
LPL Financial
United Capital Financial Advisers
CWM
Wells Fargo & Company
Milestone Asset Management
Advisory Alpha
Asset Dedication
Integrated Wealth Concepts
Kaye Capital Management
Janney Montgomery Scott
Thrivent Financial for Lutherans

View all funds holding Inv Bulletshs 2024 Etf etf/closed end-