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Ft Cboe Vest U.s. Equity Deep Buffer Etf - January shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Ft Cboe Vest U.s. Equity Deep Buffer Etf - January (DJAN) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Ft Cboe Vest U.s. Equity Deep Buffer Etf - January

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All positions including Ft Cboe Vest U.s. Equity Deep Buffer Etf - January held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ft Cboe Vest U.s. Equity Deep Buffer Etf - January by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 216k 42.14
2025-06-30 $8.8M 218k 40.34
2025-03-31 $7.5M 197k 37.97

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

Top funds holding Ft Cboe Vest U.s. Equity Deep Buffer Etf - January

Jaffetilchin Investment Partners
Brookstone Capital Management
CWM
Advisor Group Holdings
Per Stirling Capital Management
Precedent Wealth Partners
Envestnet Asset Management
Mml Investors Services
Cetera Investment Advisers
SMART Wealth
Kestra Advisory Services
Advisory Services Network
LPL Financial
IFP Advisors
Commonwealth Equity Services

View all funds holding Ft Cboe Vest U.s. Equity Deep Buffer Etf - January