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Ft Cboe Vest U.s. Equity Buffer Etf - July shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $55k 1.0k 55.27

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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