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Ft Cboe Vest U.s. Equity Buffer Etf - July shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 4.3k 55.92
2025-09-30 $235k 4.3k 54.73

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Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
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Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

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

Envestnet Asset Management
Raymond James Financial
CWM
Cetera Investment Advisers
Assetmark
Commonwealth Equity Services
Mml Investors Services
REAP Financial Group
Advisor Group Holdings
LPL Financial
Atria Investments
Motiv8 Investments
Onyx Bridge Wealth Group
Captrust Financial Advisors
Stephens

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