EP Wealth Advisors »

Ft Cboe Vest U.s. Equity Buffer Etf - July shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $386k 6.5k 59.54

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for EP Wealth Advisors

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

Raymond James Financial
CWM
Assetmark
Mml Investors Services
Envestnet Asset Management
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
REAP Financial Group
LPL Financial
Captrust Financial Advisors
Onyx Bridge Wealth Group
Kestra Advisory Services
MBL Wealth
Cambridge Investment Research Advisors

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