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Innovator Etfs Tr s&p 500 buffer shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $373k 10k 36.63
2023-09-30 $340k 10k 33.32
2023-06-30 $348k 10k 34.17
2023-03-31 $326k 10k 31.99

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Chevron Corporation (CVX)

View all positions for Lantz Financial

Top funds holding Innovator Etfs Tr s&p 500 buffer

Gradient Investments
Brookstone Capital Management
Penserra Capital Management
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