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Innovator Etfs Tr s&p 500 buffer shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.9k 162 48.67
2025-09-30 $7.7k 163 47.25
2025-06-30 $7.4k 165 44.65
2025-03-31 $6.9k 165 41.53

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Simplify Exchange Traded Fun Ancorato Target (XXV)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Oracle Corporation (ORCL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eagle Pt Cr (ECC)
Fs Kkr Capital Corp (FSK)
Proshares Tr Bitcoin Etf (BITO)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

View all positions for Legacy Wealth Managment

Top funds holding Innovator Etfs Tr s&p 500 buffer

Penserra Capital Management
Advisor Group Holdings
Berkshire Money Management
HighTower Advisors
Commonwealth Equity Services
My Personal CFO
Bellwether Advisors
Brookstone Capital Management
Cetera Investment Advisers
HPM Partners
Mml Investors Services
Valtinson Bruner Financial Planning
Raymond James Financial
Fragasso
PCA Investment Advisory Services

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