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

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

Historical chart of My Personal CFO 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 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 by My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 37k 40.33
2023-12-31 $1.4M 37k 37.63
2023-09-30 $1.3M 37k 34.47
2023-06-30 $940k 27k 35.28
2023-03-31 $706k 22k 32.67
2022-12-31 $686k 10k 68.54
2022-09-30 $653 10k 0.07

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

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
HPM Partners
Lincoln National
My Personal CFO

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