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Ft Cboe Vest U.s. Equity Buffer Etf - July shares owned by Atria Investments

Quarter-by-quarter ownership of Ft Cboe Vest U.s. Equity Buffer Etf - July (FJUL) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ft Cboe Vest U.s. Equity Buffer Etf - July

Tip: Access up to 7 years of quarterly data

All positions including Ft Cboe Vest U.s. Equity Buffer Etf - July held by Atria Investments 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 Buffer Etf - July by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 160k 44.45
2021-09-30 $1.1M 32k 34.63

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Unified Ser Tr Oneascent Large (OALC)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)

View all positions for Atria Investments

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

Wells Fargo & Company
Envestnet Asset Management
Commonwealth Equity Services
Astor Investment Management
McCarthy & Cox
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
CWM
Cetera Investment Advisers
GDS Wealth Management
Change Path
Atria Investments
AIFG Consultants
Goss Wealth Management

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