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Innovator Etfs Tr s&p 500 buffer shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJUL) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr s&p 500 buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by Beacon Financial Advisory 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 by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $310k 8.2k 37.63
2023-09-30 $284k 8.2k 34.47
2022-03-31 $200k 6.1k 32.93
2021-12-31 $203k 6.1k 33.43

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Berkshire Money Management
Integral Investment Advisors
Aurum Wealth Management Group
Penserra Capital Management
HighTower Advisors
Advisor Group Holdings
Bellwether Advisors
Wealthquest
Janney Montgomery Scott
Blue Bell Private Wealth Management
Cambridge Investment Research Advisors
Envestnet Asset Management
HPM Partners
Lincoln National

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