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Innovator Etfs Tr s&p 500 buffer shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 57k 41.96
2024-06-30 $2.3M 57k 40.64
2024-03-31 $2.4M 60k 39.28
2023-12-31 $3.1M 85k 36.63
2023-09-30 $2.9M 86k 33.32
2023-06-30 $2.9M 86k 34.17
2023-03-31 $2.8M 89k 31.99
2022-12-31 $2.6M 85k 30.65
2022-09-30 $2.4M 87k 27.91
2022-06-30 $2.5M 88k 28.66
2022-03-31 $2.8M 89k 31.69
2021-12-31 $2.5M 77k 32.12
2021-09-30 $9.3M 294k 31.54
2021-06-30 $9.1M 295k 30.86
2021-03-31 $9.1M 305k 29.93
2020-06-30 $276k 11k 25.32
2020-03-31 $238k 11k 22.42

More positions owned by Valtinson Bruner Financial Planning

Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Innovator Etfs Tr s&p 500 buffer

Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Raymond James Financial Services Advisors
Cetera Investment Advisers
My Personal CFO
William Blair $ Company
Bellwether Advisors
HighTower Advisors
Fragasso
Valtinson Bruner Financial Planning
Envestnet Asset Management
Blue Bell Private Wealth Management
DHJJ Financial Advisors
Cambridge Investment Research Advisors

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