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Innovator Etfs Tr s&p 500 buffer shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 339k 46.56
2024-06-30 $15M 326k 45.10
2024-03-31 $14M 323k 43.54
2023-12-31 $12M 295k 40.86

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Market (DFUS)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr India Erngs Fd (EPI)
Amazon (AMZN)

View all positions for Crown Wealth Group

Top funds holding Innovator Etfs Tr s&p 500 buffer

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

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