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Inv Bulletshs 2024 Etf etf/closed end- shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors 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 Foundations Investment Advisors 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 46k 22.71
2023-09-30 $467k 21k 22.48
2023-06-30 $382k 17k 22.48
2023-03-31 $372k 17k 22.45

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

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

Mirador Capital Partners
UBS Group
Goldman Sachs Group
Wells Fargo & Company
United Capital Financial Advisers
Asset Dedication
Milestone Asset Management
Captrust Financial Advisors
Migdal Insurance & Financial Holdings
Collective Family Office
Bank of America Corporation
CWM
Raymond James Financial Services Advisors
Ironwood Wealth Management
Nelson, Van Denburg & Campbell Wealth Management

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