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Innovator Etfs Tr s&p 500 buffer shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $874k 22k 40.33
2023-12-31 $2.9M 78k 37.63
2023-09-30 $2.7M 79k 34.47
2023-06-30 $2.8M 79k 35.28
2023-03-31 $2.6M 81k 32.67
2022-12-31 $2.6M 82k 31.49
2022-09-30 $2.4M 81k 29.16
2022-06-30 $1.9M 63k 30.15
2022-03-31 $2.0M 63k 32.29
2021-12-31 $2.1M 64k 33.37
2021-09-30 $2.1M 64k 32.50
2021-06-30 $2.1M 65k 31.81
2020-12-31 $488k 16k 30.22
2020-09-30 $455k 16k 28.18
2020-06-30 $457k 16k 28.30
2020-03-31 $397k 16k 25.46
2019-12-31 $434k 16k 27.76
2019-09-30 $408k 16k 26.10

More positions owned by Valtinson Bruner Financial Planning

Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
RBB Us Treas 20yr Bd (UTWY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
RBB Us Treas 30yr Bd (UTHY)
RBB Us Treasr 10 Yr (UTEN)
RBB Us Treas 3 Mnth (TBIL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)

View all positions for Valtinson Bruner Financial Planning

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