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Innovator Etfs Tr s&p 500 buffer shares owned by Evolution Wealth Advisors

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

Historical chart of Evolution Wealth Advisors 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 Evolution Wealth Advisors 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 Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 5.6k 39.28
2023-12-31 $204k 5.6k 36.63
2023-03-31 $558k 17k 31.99

More positions owned by Evolution Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Msci Eurzone Etf (EZU)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Evolution Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer

Gradient Investments
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Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial Services Advisors
HighTower Advisors
My Personal CFO
William Blair $ Company
Cambridge Investment Research Advisors
Fragasso
Janney Montgomery Scott
Valtinson Bruner Financial Planning
Bellwether Advisors
Blue Bell Private Wealth Management

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