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Innovator Etfs Tr s&p 500 buffer shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJUL) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 6.4k 43.68
2024-06-30 $269k 6.4k 41.78
2024-03-31 $260k 6.5k 40.33
2023-12-31 $244k 6.5k 37.63
2023-09-30 $220k 6.4k 34.47

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Brookstone Capital Management
Penserra Capital Management
Integral Investment Advisors
Advisor Group Holdings
HighTower Advisors
Aurum Wealth Management Group
HPM Partners
Rothschild Investment
Berkshire Money Management
Bellwether Advisors
Heritage Wealth Partners
Envestnet Asset Management
Wealthquest
My Personal CFO

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