Crown Wealth Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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 Etf (DFUS)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Vanguard World Fds Comm Srvc Etf (VOX)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Crown Wealth Group

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Crown Wealth Group
Brookstone Capital Management
Integral Investment Advisors
Penserra Capital Management
HighTower Advisors
U.S. Capital Wealth Advisors
Stuart Chaussee & Associates
Janney Montgomery Scott
Advisor Group Holdings
Maltin Wealth Management
DHJJ Financial Advisors
Raymond James Financial Services Advisors
Opes Wealth Management
My Personal CFO

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