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Innovator Etfs Tr s&p 500 buffer shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BAUG) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 30k 38.87
2023-12-31 $1.1M 30k 35.98
2023-09-30 $949k 29k 33.01
2023-06-30 $589k 18k 33.56

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 s&p 500 buffer

AE Wealth Management
Brookstone Capital Management
Atria Investments
Mariner Wealth Advisors
Commonwealth Equity Services
Advisor Group Holdings
Branch Banking & Trust Company
Penserra Capital Management
HighTower Advisors
Diligent Investors
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Beacon Pointe Advisors
Kestra Advisory Services
Janney Montgomery Scott

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