Lion Street Advisors »

Innovator Etfs Tr s&p 500 buffer shares owned by Lion Street Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BSEP) shares owned by Lion Street Advisors from 13F filings

Historical chart of Lion Street Advisors 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 Lion Street Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $749k 20k 36.68
2023-12-31 $749k 20k 36.68
2023-09-30 $687k 20k 33.66
2023-03-31 $574k 18k 32.12

More positions owned by Lion Street Advisors

General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Darden Restaurants (DRI)
Vanguard Index Fds Mid Cap Etf (VO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)

View all positions for Lion Street Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Lantz Financial
Penserra Capital Management
Vantage Financial Partners
Advisor Group Holdings
Raymond James Financial Services Advisors
Diligent Investors
Goss Wealth Management
Kestra Advisory Services
Lincoln National
Outlook Wealth Advisors
Sageworth Trust Company
Feltz Wealth PLAN
Envestnet Asset Management
Capital Wealth Management

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