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

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

Historical chart of MBL Wealth 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 MBL 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.8M 104k 46.06
2024-03-31 $4.5M 101k 44.45
2023-12-31 $2.9M 71k 41.62
2023-03-31 $4.7M 131k 36.17

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

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

CWM
Raymond James & Associates
Raymond James Financial Services Advisors
McCarthy & Cox
Financial Services Advisory
Commonwealth Equity Services
GDS Wealth Management
Stephens
Cetera Investment Advisers
Captrust Financial Advisors
Steward Partners Investment Advisory
MBL Wealth
Envestnet Asset Management
LPL Financial
Cambridge Investment Research Advisors

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