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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
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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Berkshire Money Management
Integral Investment Advisors
Aurum Wealth Management Group
Penserra Capital Management
HighTower Advisors
Advisor Group Holdings
Bellwether Advisors
Wealthquest
Janney Montgomery Scott
Blue Bell Private Wealth Management
Cambridge Investment Research Advisors
Envestnet Asset Management
HPM Partners
Lincoln National

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