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Innovator Etfs Tr s&p 500 buffer e shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 5.2k 49.56
2025-09-30 $249k 5.2k 47.93
2025-06-30 $235k 5.2k 45.16
2025-03-31 $218k 5.2k 41.86
2024-12-31 $224k 5.2k 43.11

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View all positions for Waterloo Capital

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

Brookstone Capital Management
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
HPM Partners
Lido Advisors
Cresset Asset Management
Raymond James Financial
HighTower Advisors
Jane Street
My Personal CFO
Cetera Investment Advisers
William Blair $ Company
Mml Investors Services
Envestnet Asset Management

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