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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
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

Spdr Ser Tr Portfli Tips Etf (SPIP)
Innovator Etfs Tr Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Innovator Etfs Tr s&p 500 buffer

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

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