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Innovator Etfs Tr s&p 500 buffer e shares owned by Wheelhouse Advisory Group

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

Historical chart of Wheelhouse Advisory 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 Wheelhouse Advisory 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 Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 6.0k 48.00

More positions owned by Wheelhouse Advisory Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard World Health Car Etf (VHT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Financials Etf (VFH)
Spdr Series Trust State Street Spd (BIL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Wheelhouse Advisory Group

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
Envestnet Asset Management
Gts Financial
My Personal CFO
Cetera Investment Advisers
William Blair $ Company
Chris Bulman

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