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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep

Jan 2025Feb 2025Mar 2025Apr 2025May 2025Jun 2025Jul 2025400k600k800k10k15k20k25k30k
Value ($)Share countHistorical BUFD position of Golden State Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $273k 10k 26.56
2025-03-31 $257k 10k 24.95
2024-12-31 $776k 30k 25.52

More positions owned by Golden State Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (AGG)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Harbor Etf Trust Long Term Grower (WINN)
First Trust MF Closed and MF Open (RDVY)
Microsoft Corporation (MSFT)
Spdr Aggregate MF Closed and MF Open (SPAB)
Principal Us MF Closed and MF Open (USMC)
Alphabet Common Stock (GOOGL)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for Golden State Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep

LPL Financial
G. W. Henssler & Associates
Envestnet Asset Management
Legacy Financial Group
Centennial Wealth Advisory
Advisor Group Holdings
Creekmur Asset Management
Branch Banking & Trust Company
Cetera Investment Advisers
Brookstone Capital Management
Commonwealth Equity Services
Mml Investors Services
Capital Asset Advisory Services
Kestra Private Wealth Services
Axxcess Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep