Innovator Etfs Tr s&p 500 buffer shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJUL) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Innovator Etfs Tr s&p 500 buffer
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $367k | 7.2k | 50.76 |
| 2025-09-30 | $359k | 7.2k | 49.66 |
| 2025-06-30 | $341k | 7.2k | 47.13 |
| 2025-03-31 | $317k | 7.3k | 43.18 |
| 2024-12-31 | $327k | 7.3k | 44.56 |
| 2024-09-30 | $219k | 5.0k | 43.68 |
| 2024-06-30 | $192k | 4.6k | 42.23 |
| 2024-03-31 | $180k | 4.6k | 39.49 |
| 2023-12-31 | $171k | 4.6k | 37.63 |
| 2023-09-30 | $157k | 4.6k | 34.47 |
| 2023-06-30 | $180k | 5.1k | 35.28 |
| 2023-03-31 | $166k | 5.1k | 32.67 |
| 2022-12-31 | $157k | 5.1k | 30.91 |
| 2022-09-30 | $148k | 5.1k | 29.08 |
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