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Innovator Etfs Tr s&p 500 buffer e shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer e (BDEC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Innovator Etfs Tr s&p 500 buffer e

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer e held by EverSource Wealth Advisors 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 e by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 1.3k 43.08
2024-06-30 $39k 916 42.16
2024-03-31 $37k 916 39.94
2023-12-31 $35k 916 38.25
2023-09-30 $32k 916 34.97
2023-06-30 $33k 916 36.23
2023-03-31 $31k 916 33.83

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
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Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer e

Penserra Capital Management
Bullseye Investment Management
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
HighTower Advisors
My Personal CFO
Cambridge Investment Research Advisors
LPL Financial
Chris Bulman
Envestnet Asset Management
Krilogy Financial
Brookstone Capital Management
HPM Partners
BCJ Capital Management

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