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Innovator Etfs Tr s&p 500 buffer e shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group 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 Optimist Retirement 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 e by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 5.6k 43.08
2024-06-30 $233k 5.6k 41.91
2024-03-31 $226k 5.6k 40.60
2023-12-31 $212k 5.6k 38.25

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
H&R Block (HRB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)

View all positions for Optimist Retirement Group

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