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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Buferd held by Pacific Excel Wealth Advisors 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 Buferd by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $803k 29k 27.52

More positions owned by Pacific Excel Wealth Advisors

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Chevron Corporation (CVX)
First Tr Exchange-traded Limited Duration (FSIG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchange-traded Growth Strength (FTGS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Com Shs (FTA)

View all positions for Pacific Excel Wealth Advisors

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

Envestnet Asset Management
Commonwealth Equity Services
LPL Financial
Centennial Wealth Advisory
Cetera Investment Advisers
Advisor Group Holdings
CWM
FreeGulliver
Synovus Financial Corp.
Pinnacle Financial Partners
Assetmark
Geneos Wealth Management
Cambridge Investment Research Advisors
World Equity Group
Ellsworth Advisors

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