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Innovator Etfs Tr s&p 500 buffer shares owned by Personal Cfo Solutions

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

Historical chart of Personal Cfo Solutions 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 Personal Cfo Solutions 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 Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.0M 274k 33.01
2023-03-31 $8.0M 253k 31.56
2022-12-31 $7.6M 254k 29.95
2022-09-30 $7.3M 258k 28.27
2019-12-31 $827k 31k 26.57
2019-09-30 $4.0M 160k 25.12

More positions owned by Personal Cfo Solutions

Chubb (CB)
Ishares Tr Russell 2000 Etf (IWM)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Apple (AAPL)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL)
Innovator Etfs Tr Us Equt Bufr Aug (BAUG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Itt (ITT)
Alphabet Cap Stk Cl A (GOOGL)
CNA Financial Corporation (CNA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)

View all positions for Personal Cfo Solutions

Top funds holding Innovator Etfs Tr s&p 500 buffer

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

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