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Innovator Etfs Tr s&p 500 buffer shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $232k 4.4k 52.64

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State Street Spdr Portfolio S&p 500 Etf St Str P500etf (SPYM)
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Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
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Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding Innovator Etfs Tr s&p 500 buffer

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

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