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Innovator Etfs Tr s&p 500 buffer e shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer e (BDEC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Innovator Etfs Tr s&p 500 buffer e

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer e held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer e by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $35k 916 38.25
2023-12-31 $35k 916 38.25
2023-09-30 $32k 916 34.97
2023-06-30 $33k 916 36.23
2023-03-31 $31k 916 33.83

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Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer e

Bullseye Investment Management
Brookstone Capital Management
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
HighTower Advisors
My Personal CFO
Cambridge Investment Research Advisors
Lincoln National
Envestnet Asset Management
HPM Partners
Krilogy Financial
LPL Financial
Susquehanna International
Janney Montgomery Scott

View all funds holding Innovator Etfs Tr s&p 500 buffer e