Crown Wealth Group »

Ft Cboe Vest U.s. Equity Buffer Etf - July shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ft Cboe Vest U.s. Equity Buffer Etf - July by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $563k 12k 48.11

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Market (DFUS)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr India Erngs Fd (EPI)
Amazon (AMZN)

View all positions for Crown Wealth Group

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
SMART Wealth
Stephens
Cetera Investment Advisers
Captrust Financial Advisors
Steward Partners Investment Advisory

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