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Innovator Etfs Tr s&p 500 buffer shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJAN) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $324k 6.7k 47.95
2024-09-30 $309k 6.6k 46.56
2024-06-30 $307k 6.8k 45.10
2024-03-31 $210k 4.8k 43.54

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Value Line Divid In SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
T Rowe Price Etf Cap Appreciation (TCAF)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr s&p 500 buffer

Crown Wealth Group
Penserra Capital Management
Integral Investment Advisors
HighTower Advisors
U.S. Capital Wealth Advisors
Commonwealth Equity Services
Cetera Investment Advisers
Seros Financial
Advisor Group Holdings
Stuart Chaussee & Associates
Maltin Wealth Management
LPL Financial
DHJJ Financial Advisors
Raymond James Financial Services Advisors
Envestnet Asset Management

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