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Bucket List Wealth Management, LLC → KOLD

Bucket List Wealth Management, LLC KOLD Position History

KOLD

Quarters held
3
Latest value
$9.9M
Q3 2026
Peak value
$10M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$6.6M
Q2 2026$10M
Q3 2026$9.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.9M114.7K——
Q2 2026$10M109.5K——
Q1 2026$6.6M75.9K——

Other funds holding KOLD

Other Bucket List Wealth Management, LLC positions

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$29M
PPT

PUTNAM ETF TRUST

$28.5M
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VANGUARD INDEX FDS

$27.7M
PPT

PUTNAM ETF TRUST

$26.7M
VGES

VANGUARD INDEX FDS

$22.9M
VGES

VANGUARD INDEX FDS

$22.4M
STT-PG

SPDR SERIES TRUST

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$17.8M