Heritage Wealth Partners »

Innovator Etfs Tr s&p 500 buffer shares owned by Heritage Wealth Partners

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

Historical chart of Heritage Wealth Partners 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 Heritage Wealth Partners 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 Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $275k 6.2k 44.56
2024-09-30 $3.0M 70k 43.68

More positions owned by Heritage Wealth Partners

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Penserra Capital Management
Integral Investment Advisors
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
HPM Partners
Cetera Investment Advisers
Rothschild Investment
Janney Montgomery Scott
Bellwether Advisors
Envestnet Asset Management
LPL Financial
Motiv8 Investments
Cambridge Investment Research Advisors

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