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Innovator Etfs Tr s&p 500 buffer shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJUL) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $89k 2.1k 41.78
2024-03-31 $86k 2.1k 40.33
2023-12-31 $80k 2.1k 37.63

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Schwab Us Large Cap Growth Etf Uie (SCHG)
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Schwab Us Broad Market Etf Uie (SCHB)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
Spdr S&p 500 Etf Uie (SPY)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p Midcap 400 Etf Uie (MDY)
Apple (AAPL)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Wisdomtree Floating Ratetreasry Etf Uie (USFR)
Ft Vest Us Equity Bufferetf Uie (FMAY)
Graniteshares Gold Etf Uie (BAR)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)

View all positions for Clear Point Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Brookstone Capital Management
Berkshire Money Management
Integral Investment Advisors
Penserra Capital Management
HighTower Advisors
David Allen
Advisor Group Holdings
HPM Partners
Rothschild Investment
Bellwether Advisors
Wealthquest
Blue Bell Private Wealth Management
Cetera Investment Advisers
Envestnet Asset Management

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