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Innovator S&p 500 Pwr Buffer shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (BMAR) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Innovator S&p 500 Pwr Buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 4.9k 41.67

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
ConocoPhillips (COP)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Ishares Tr Core Total Usd (IUSB)

View all positions for Keystone Wealth Services

Top funds holding Innovator S&p 500 Pwr Buffer

Outlook Wealth Advisors
Brookstone Capital Management
Penserra Capital Management
Retirement Planning Group
Commonwealth Equity Services
HighTower Advisors
Valtinson Bruner Financial Planning
Advisor Group Holdings
Cambridge Investment Research Advisors
Lincoln National
My Personal CFO
Belpointe Asset Management
Fragasso
Main Street Financial Solutions
WPWealth

View all funds holding Innovator S&p 500 Pwr Buffer