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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 108k 22.52
2023-12-31 $2.3M 108k 21.28
2023-09-30 $2.2M 110k 19.67
2023-06-30 $2.2M 111k 20.18
2023-03-31 $2.1M 111k 18.95
2022-12-31 $2.4M 130k 18.28
2022-09-30 $2.3M 136k 16.87
2022-06-30 $4.3M 242k 17.65
2021-12-31 $353k 17k 20.30

More positions owned by Valtinson Bruner Financial Planning

Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
RBB Us Treas 20yr Bd (UTWY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
RBB Us Treas 30yr Bd (UTHY)
RBB Us Treasr 10 Yr (UTEN)
RBB Us Treas 3 Mnth (TBIL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)

View all positions for Valtinson Bruner Financial Planning

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

Commonwealth Equity Services
CWM
Advisor Group Holdings
Pitti Group Wealth Management
Wealth Enhancement Advisory Services
AE Wealth Management
Advisory Services Network
Harbour Investments
ICA Group Wealth Management
Assetmark
Ellsworth Advisors
Valtinson Bruner Financial Planning
Authentikos Wealth Advisory
Lunt Capital Management
Centennial Wealth Advisory

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