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Innovator Etfs Tr s&p 500 buffer shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 6.6k 46.56
2024-06-30 $297k 6.6k 45.10
2024-03-31 $286k 6.6k 43.54
2023-06-30 $202k 5.4k 37.72

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)
Microsoft Corporation (MSFT)

View all positions for Waterloo Capital

Top funds holding Innovator Etfs Tr s&p 500 buffer

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

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