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First Tr Exchange-traded Fd Cboe Vest shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded Fd Cboe Vest (IGLD) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in First Tr Exchange-traded Fd Cboe Vest

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd Cboe Vest held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded Fd Cboe Vest by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $438k 18k 25.01
2025-09-30 $485k 20k 23.94

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core Univrsl Usd (IUSB)
Micron Technology (MU)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard World Mega Cap Val Etf (MGV)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

Top funds holding First Tr Exchange-traded Fd Cboe Vest

LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Luken Investment Analytics
Kestra Advisory Services
Hilton Capital Management
Cetera Investment Advisers
HFG Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Thrive Capital Management
XML Financial
Cavalier Investments
Wealth Enhancement Advisory Services
Sanctuary Advisors

View all funds holding First Tr Exchange-traded Fd Cboe Vest