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

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

Historical chart of Atria Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $831k 17k 48.11
2024-06-30 $837k 18k 46.06
2024-03-31 $958k 22k 44.45
2023-12-31 $862k 21k 41.62
2023-09-30 $310k 8.1k 38.35

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

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

CWM
Envestnet Asset Management
Raymond James & Associates
Raymond James Financial Services Advisors
McCarthy & Cox
Financial Services Advisory
Advisor Group Holdings
Commonwealth Equity Services
GDS Wealth Management
Change Path
Stephens
Cetera Investment Advisers
Captrust Financial Advisors
Steward Partners Investment Advisory
MBL Wealth

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