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

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 4.0k 58.87

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Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
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Amazon (AMZN)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Financial

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Penserra Capital Management
COFG Advisors
SRS Capital Advisors
Integral Investment Advisors
Commonwealth Equity Services
HighTower Advisors
U.S. Capital Wealth Advisors
Advisor Group Holdings
Cetera Investment Advisers
Lido Advisors
Steward Partners Investment Advisory
Envestnet Asset Management
LPL Financial
Raymond James Financial

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