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Innovator Etfs Tr s&p 500 buffer e shares owned by My Personal CFO

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

Historical chart of My Personal CFO 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 My Personal CFO 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 My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 70k 40.60
2023-12-31 $2.7M 70k 38.25
2023-09-30 $1.8M 53k 34.97
2023-06-30 $2.0M 56k 36.23
2023-03-31 $1.9M 56k 33.83
2022-12-31 $1.4M 23k 61.82

More positions owned by My Personal CFO

Vanguard Index Fds Total Stk Mkt (VTI)
Okta Cl A (OKTA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Stagwell Com Cl A (STGW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for My Personal CFO

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

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

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