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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

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $171k 4.6k 37.63
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

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

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