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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Great Valley Advisor Group

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

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 64k 24.16
2025-06-30 $1.7M 74k 23.56
2025-03-31 $1.6M 73k 22.45

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Vanguard Wellington Us Momentum (VFMO)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Great Valley Advisor Group

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

Glen Eagle Advisors
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Envestnet Asset Management
LPL Financial
Geneos Wealth Management
CWM
Cetera Investment Advisers
Synovus Financial Corp.
Assetmark
Lunt Capital Management
Harbour Investments
Advisor Group Holdings
Commonwealth Equity Services
Legacy Wealth Managment
Legacy Investment Solutions

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