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

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $252k 4.6k 54.72

More positions owned by Pacific Excel Wealth Advisors

First Tr Exchange-traded Core Investment (FTCB)
Vanguard World Mega Grwth Ind (MGK)
Chevron Corporation (CVX)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Apple (AAPL)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
First Tr Exchange-traded Growth Strength (FTGS)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPYV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for Pacific Excel Wealth Advisors

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

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

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