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Innovator Etfs Tr s&p 500 buffer e shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 236k 47.93

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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

Penserra Capital Management
WealthPlan Investment Management
Advisor Group Holdings
Commonwealth Equity Services
HPM Partners
Cresset Asset Management
Brookstone Capital Management
HighTower Advisors
Raymond James Financial
William Blair $ Company
Cetera Investment Advisers
Feltz Wealth PLAN
Bullseye Investment Management
NovaPoint Capital
Mml Investors Services

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