CWM »

Innovator Etfs Tr s&p 500 buffer shares owned by CWM

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

Historical chart of CWM 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 CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0k 24 41.67
2024-06-30 $1.0k 24 41.67
2024-03-31 $34k 849 40.05
2023-12-31 $29k 781 37.13
2023-09-30 $27k 781 34.57

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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