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Innovator Etfs Tr s&p 500 buffer shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 22k 48.99
2025-06-30 $1.0M 22k 46.02
2025-03-31 $1.1M 26k 42.45
2024-12-31 $1.2M 27k 43.58
2024-09-30 $1.3M 30k 42.78

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Raymond James Financial
HPM Partners
HighTower Advisors
Kestra Advisory Services
Envestnet Asset Management
Cetera Investment Advisers
Diligent Investors
LPL Financial
Beacon Pointe Advisors
Janney Montgomery Scott
Chapman Financial Group

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