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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

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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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

AE Wealth Management
Centennial Wealth Advisory
Advisor Group Holdings
CWM
Commonwealth Equity Services
Marshall Financial Group
Geneos Wealth Management
Lunt Capital Management
Assetmark
Cambridge Investment Research Advisors
Townsquare Capital
Financial Guidance Group
Sweet Financial Partners
Valtinson Bruner Financial Planning
Financial Advisory Corp

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