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

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

Historical chart of Summit Wealth Partners 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 Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $324k 7.2k 45.10
2024-03-31 $378k 8.7k 43.54
2022-03-31 $286k 7.9k 36.12

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 buffer

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

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