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Innovator Etfs Tr s&p 500 buffer e shares owned by My Personal CFO

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

Historical chart of My Personal CFO 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 My Personal CFO 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 My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 67k 43.08
2024-06-30 $2.9M 69k 41.91
2024-03-31 $2.8M 70k 40.60
2023-12-31 $2.7M 70k 38.25
2023-09-30 $1.8M 53k 34.97
2023-06-30 $2.0M 56k 36.23
2023-03-31 $1.9M 56k 33.83
2022-12-31 $1.4M 23k 61.82

More positions owned by My Personal CFO

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Okta Cl A (OKTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Stagwell Com Cl A (STGW)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for My Personal CFO

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