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Innovator Etfs Trust Us Equity Accl 9 Buf shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Trust Us Equity Accl 9 Buf (XBJA) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Innovator Etfs Trust Us Equity Accl 9 Buf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust Us Equity Accl 9 Buf held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust Us Equity Accl 9 Buf by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 93k 26.97
2023-12-31 $2.4M 94k 25.76
2023-09-30 $2.3M 94k 24.77
2023-06-30 $2.4M 97k 24.59
2023-03-31 $2.0M 87k 23.32

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Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Innovator Etfs Trust Us Equity Accl 9 Buf

Millington Financial Advisors
Sterling Financial Planning
Steward Partners Investment Advisory
First Commonwealth Financial Corporation
Capasso Planning Partners
Advisor Group Holdings
Brookstone Capital Management
Cambridge Investment Research Advisors
Centaurus Financial
Blue Bell Private Wealth Management
Sunbelt Securities
Snowden Capital Advisors
Commonwealth Equity Services
Kestra Advisory Services
Susquehanna International

View all funds holding Innovator Etfs Trust Us Equity Accl 9 Buf