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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

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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
2024-09-30 $3.0M 70k 43.68

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Small Cp Etf (VB)
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Heritage Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Brookstone Capital Management
Penserra Capital Management
Integral Investment Advisors
Advisor Group Holdings
HighTower Advisors
Aurum Wealth Management Group
HPM Partners
Rothschild Investment
Berkshire Money Management
Bellwether Advisors
Wealthquest
Heritage Wealth Partners
Envestnet Asset Management
My Personal CFO

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