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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by CWM

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) shares owned by CWM from 13F filings

Historical chart of CWM investment in First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Buferd held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi Cboe Vest Buferd by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 767k 22.52
2023-12-31 $16M 738k 21.28
2023-09-30 $14M 700k 19.67
2023-06-30 $9.9M 490k 20.18
2023-03-31 $3.9M 208k 18.95
2022-12-31 $1.2M 65k 17.97

More positions owned by CWM

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Apple (AAPL)
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Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Commonwealth Equity Services
CWM
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Advisor Group Holdings
Pitti Group Wealth Management
Wealth Enhancement Advisory Services
Integrated Wealth Concepts
Assetmark
ICA Group Wealth Management
Advisory Services Network
Harbour Investments
Ellsworth Advisors
Valtinson Bruner Financial Planning

View all funds holding First Tr Exchng Traded Fd Vi Cboe Vest Buferd