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Innovator Etfs Tr s&p 500 buffer shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $685k 14k 47.73
2025-12-31 $252k 5.2k 48.67

More positions owned by United Capital Financial Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Penserra Capital Management
Advisor Group Holdings
Berkshire Money Management
HPM Partners
Envestnet Asset Management
Commonwealth Equity Services
HighTower Advisors
Gts Financial
My Personal CFO
McAlister, Sweet & Associates
Bellwether Advisors
Cetera Investment Advisers
TopTier Wealth Management
Valtinson Bruner Financial Planning

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