Transcend Wealth Collective »

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

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 97k 26.94
2025-06-30 $1.9M 75k 25.54
2025-03-31 $1.2M 50k 23.79

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Nvidia Corporation Stock (NVDA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco Qqq Trust Series I Etf (QQQ)
Merck & Co Stock (MRK)
Spdr S&p 500 Etf Trust Etf (SPY)
Amazon Stock (AMZN)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)
Fs Kkr Cap Corp Cef (FSK)

View all positions for Transcend Wealth Collective

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