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

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

Historical chart of Summit Wealth 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 Summit Wealth 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $201k 5.0k 40.57
2024-03-31 $215k 5.5k 38.87
2023-12-31 $247k 6.9k 35.98
2023-09-30 $313k 9.5k 33.01

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 buffer

David Allen
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Kestra Advisory Services
HighTower Advisors
Diligent Investors
Jane Street
Cambridge Investment Research Advisors
Buska Wealth Management
Raymond James Financial Services Advisors
LPL Financial
Cetera Investment Advisers
Beacon Pointe Advisors
Old Mission Capital

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