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Innovator Equity Defined Protection Etf - 2 Yr To January 2026 shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Equity Defined Protection Etf - 2 Yr To January 2026 (AJAN) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Innovator Equity Defined Protection Etf - 2 Yr To January 2026

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All positions including Innovator Equity Defined Protection Etf - 2 Yr To January 2026 held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Equity Defined Protection Etf - 2 Yr To January 2026 by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 8.8k 26.09
2024-06-30 $223k 8.8k 25.28
2024-03-31 $219k 8.8k 24.90

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J P Morgan Exchange Traded F Equity Premium (JEPI)
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Equity Defined Protection Etf - 2 Yr To January 2026

Commonwealth Equity Services
Strategic Blueprint
Relative Value Partners
Lake Street Financial
Raymond James Financial Services Advisors
Centaurus Financial
Cetera Investment Advisers
Kestra Advisory Services
Kfg Wealth Management
Old Mission Capital
Cambridge Investment Research Advisors
Harbour Investments
Colony
Envestnet Asset Management
Executive Wealth Management

View all funds holding Innovator Equity Defined Protection Etf - 2 Yr To January 2026