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Innovator Etfs Tr s&p 500 buffer shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJAN) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth 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 Ballast Rock Private Wealth 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 Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $265k 4.8k 55.06

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

Top funds holding Innovator Etfs Tr s&p 500 buffer

COFG Advisors
Penserra Capital Management
Commonwealth Equity Services
Integral Investment Advisors
HighTower Advisors
Cetera Investment Advisers
U.S. Capital Wealth Advisors
Advisor Group Holdings
Lido Advisors
LPL Financial
Janney Montgomery Scott
Steward Partners Investment Advisory
Crown Wealth Group
Maltin Wealth Management
Envestnet Asset Management

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