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Ft Cboe Vest U.s. Equity Buffer Etf - July shares owned by Change Path

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.6M 207k 41.62
2023-09-30 $5.8M 151k 38.35
2023-06-30 $2.2M 56k 38.90
2022-06-30 $664k 20k 33.07

More positions owned by Change Path

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

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

Commonwealth Equity Services
Astor Investment Management
McCarthy & Cox
Raymond James Financial Services Advisors
Raymond James & Associates
Advisor Group Holdings
CWM
Change Path
GDS Wealth Management
AIFG Consultants
AE Wealth Management
Captrust Financial Advisors
Steward Partners Investment Advisory
MBL Wealth
Cambridge Investment Research Advisors

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