Beacon Financial Advisory »

Innovator Etfs Tr shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr (TJUL) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Beacon Financial Advisory 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 by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $314k 12k 26.31
2023-12-31 $365k 14k 25.67

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr

Amplius Wealth Advisors
Commonwealth Equity Services
Vishria Bird Financial Group
AE Wealth Management
Strategic Blueprint
Bullseye Investment Management
Cambridge Investment Research Advisors
Kfg Wealth Management
Brookstone Capital Management
We Are One Seven
Financial Designs Corp
Fort Washington Investment Advisors
BCJ Capital Management
Centaurus Financial
Kestra Advisory Services

View all funds holding Innovator Etfs Tr