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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 150k 22.52
2023-09-30 $2.7M 140k 19.67
2023-06-30 $2.9M 145k 20.18
2023-03-31 $2.8M 147k 18.95
2022-12-31 $2.8M 158k 17.96
2022-09-30 $315k 19k 16.86
2022-06-30 $321k 18k 17.65
2022-03-31 $230k 12k 19.80
2021-12-31 $218k 11k 20.34

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

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