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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 (BSEP) 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 $875k 22k 39.28
2023-12-31 $2.9M 78k 36.68
2023-09-30 $2.6M 77k 33.66
2023-06-30 $2.7M 80k 34.45
2023-03-31 $2.6M 80k 32.12
2022-12-31 $2.4M 79k 30.94
2022-09-30 $2.0M 72k 28.60
2022-06-30 $2.0M 67k 29.28
2022-03-31 $2.2M 68k 31.86
2021-12-31 $2.2M 65k 33.40
2021-09-30 $2.1M 66k 32.35
2020-12-31 $8.3M 281k 29.42
2020-09-30 $7.5M 283k 26.49
2020-06-30 $426k 16k 27.10
2020-03-31 $424k 18k 23.93
2019-12-31 $461k 18k 26.02
2019-09-30 $442k 18k 24.95

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
Lantz Financial
Vantage Financial Partners
Penserra Capital Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Diligent Investors
Steward Partners Investment Advisory
Kestra Advisory Services
Lincoln National
Outlook Wealth Advisors
Sageworth Trust Company
Feltz Wealth PLAN
Capital Wealth Management
DHJJ Financial Advisors

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