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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 (BUFT) 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
2024-09-30 $812k 37k 22.11
2024-06-30 $801k 37k 21.80
2024-03-31 $776k 36k 21.35
2023-12-31 $737k 35k 20.83
2023-09-30 $697k 35k 19.69
2023-06-30 $705k 35k 19.90
2023-03-31 $669k 35k 19.01
2022-12-31 $744k 40k 18.65
2022-09-30 $742k 41k 18.11
2022-06-30 $296k 16k 18.57

More positions owned by Valtinson Bruner Financial Planning

Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
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)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Valtinson Bruner Financial Planning

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