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

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

Historical chart of Kingswood 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 4.6k 44.45

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Meta Platforms Common Stock (META)
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Ishares Core S&p 500 Exchange Traded Fund (IVV)
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Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

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