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Innovator Etfs Tr s&p 500 buffer shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $447k 12k 35.98
2023-09-30 $256k 7.8k 33.01
2023-06-30 $344k 10k 33.56
2023-03-31 $550k 17k 31.56
2022-12-31 $357k 12k 29.95

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Ishares Tr Ex Trd Eq Fd (IVV)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Etf (IEFA)
Credit Accep Corp Mich Stock (CACC)
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Nvidia Corporation Stock (NVDA)
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Alphabet Equity (GOOGL)
Alphabet Equity (GOOG)

View all positions for HPM Partners

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