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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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $910k 18k 49.69
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

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View all positions for CWM

Top funds holding Innovator Etfs Tr s&p 500 buffer

Penserra Capital Management
COFG Advisors
Integral Investment Advisors
Commonwealth Equity Services
HighTower Advisors
HPM Partners
Advisor Group Holdings
Cetera Investment Advisers
Rothschild Investment
Bellwether Advisors
Janney Montgomery Scott
Envestnet Asset Management
Blue Bell Private Wealth Management
My Personal CFO
LPL Financial

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