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

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

Historical chart of Geneos Wealth Management 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 Geneos Wealth Management 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 101k 21.80
2024-03-31 $1.9M 90k 21.35
2023-12-31 $944k 45k 20.83

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Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

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

Glen Eagle Advisors
Centennial Wealth Advisory
Envestnet Asset Management
CWM
Cetera Investment Advisers
Synovus Financial Corp.
Lunt Capital Management
Geneos Wealth Management
Commonwealth Equity Services
Assetmark
Marshall Financial Group
Financial Network Wealth Advisors
Aptus Capital Advisors
Integrated Wealth Concepts
Financial Guidance Group

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