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RBB shares owned by Foguth Wealth Management

Quarter-by-quarter ownership of RBB (UFIV) shares owned by Foguth Wealth Management from 13F filings

Historical chart of Foguth Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Foguth Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.1M 124k 49.22
2025-03-31 $10M 204k 48.87
2024-12-31 $11M 238k 47.88
2024-09-30 $6.9M 141k 48.98
2024-06-30 $11M 229k 48.16
2024-03-31 $8.1M 167k 48.50

More positions owned by Foguth Wealth Management

Global X Fds Nasdaq 100 Cover (QYLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Divid Etf (DIVB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)
Global X Fds Superdividend (SDIV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Foguth Wealth Management

Top funds holding RBB

Foguth Wealth Management
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Citadel Advisors
Crew Capital Management
Thoroughbred Financial Services
Jane Street
Valtinson Bruner Financial Planning
Coastal Investment Advisors
Advisor Group Holdings
DHJJ Financial Advisors
Morgan Stanley

View all funds holding RBB