Simplicity Wealth »

First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi Cboe Vest Buferd by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 9.8k 26.94
2025-06-30 $520k 20k 25.54
2025-03-31 $238k 10k 23.79
2023-03-31 $818k 43k 18.95
2022-12-31 $775k 43k 17.96

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

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.
Assetmark
Geneos Wealth Management
Cambridge Investment Research Advisors
World Equity Group
H D Vest Advisory Services
Ellsworth Advisors

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