Tanglewood Legacy Advisors »

Ft Cboe Vest U.s. Equity Buffer Etf - July shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy 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 Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ft Cboe Vest U.s. Equity Buffer Etf - July by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $519k 11k 48.11
2024-06-30 $497k 11k 46.06
2024-03-31 $650k 15k 44.45
2023-12-31 $609k 15k 41.62
2023-09-30 $561k 15k 38.35
2023-06-30 $246k 6.3k 39.00
2023-03-31 $228k 6.3k 36.17
2022-12-31 $217k 6.3k 34.30

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (DAPR)
Apple Common Stock (AAPL)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

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

CWM
Envestnet Asset Management
Raymond James & Associates
Raymond James Financial Services Advisors
McCarthy & Cox
Financial Services Advisory
Advisor Group Holdings
Commonwealth Equity Services
GDS Wealth Management
Change Path
SMART Wealth
Stephens
Cetera Investment Advisers
Captrust Financial Advisors
Steward Partners Investment Advisory

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