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Innovator Etfs Tr s&p 500 buffer shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BFEB) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Innovator Etfs Tr s&p 500 buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by Accurate Wealth 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 by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $301k 6.4k 47.05
2025-06-30 $288k 6.4k 45.07
2025-03-31 $287k 7.2k 40.06

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Penserra Capital Management
Advisor Group Holdings
Berkshire Money Management
Envestnet Asset Management
Commonwealth Equity Services
HighTower Advisors
Bellwether Advisors
Cetera Investment Advisers
Valtinson Bruner Financial Planning
HPM Partners
Mml Investors Services
Susquehanna International
Old Mission Capital
Fragasso

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