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First Tr Exchng Traded Fd Vi us eqt buffer shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi us eqt buffer (FFEB) 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 us eqt buffer

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi us eqt buffer 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 us eqt buffer by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 43k 48.56
2024-06-30 $2.0M 43k 46.79
2024-03-31 $2.0M 45k 45.27
2023-12-31 $7.6M 178k 42.67
2023-09-30 $7.2M 184k 38.98
2023-06-30 $7.3M 184k 39.84
2023-03-31 $6.9M 185k 37.38
2022-12-31 $6.9M 189k 36.27
2022-09-30 $6.5M 194k 33.41
2022-06-30 $6.7M 196k 34.15
2022-03-31 $7.4M 196k 37.50
2021-12-31 $7.5M 194k 38.46
2021-09-30 $7.5M 199k 37.65
2021-06-30 $7.4M 200k 36.76
2021-03-31 $7.3M 204k 35.58

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 us eqt buffer

Wells Fargo & Company
Envestnet Asset Management
Fiduciary Planning
Cetera Investment Advisers
Commonwealth Equity Services
Astor Investment Management
Advisor Group Holdings
Fundamentun
Change Path
Atria Investments
Kestra Advisory Services
CWM
Onyx Bridge Wealth Group
Stratos Wealth Advisors
Great Diamond Partners

View all funds holding First Tr Exchng Traded Fd Vi us eqt buffer