CWM »

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

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 302k 22.11
2024-06-30 $7.5M 343k 21.80
2024-03-31 $7.2M 336k 21.35
2023-12-31 $7.2M 344k 20.83
2023-09-30 $6.2M 315k 19.69
2023-06-30 $4.4M 221k 19.90
2023-03-31 $2.5M 133k 19.01
2022-12-31 $1.4M 75k 18.45

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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

Glen Eagle Advisors
Centennial Wealth Advisory
Envestnet Asset Management
CWM
LPL Financial
Cetera Investment Advisers
Synovus Financial Corp.
Lunt Capital Management
Geneos Wealth Management
Commonwealth Equity Services
Assetmark
Marshall Financial Group
Advisor Group Holdings
Townsquare Capital
Financial Network Wealth Advisors

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