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

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

Historical chart of HPM 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 HPM 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 48k 37.63
2023-09-30 $1.5M 42k 34.47
2023-06-30 $1.1M 32k 35.28
2023-03-31 $2.5M 77k 32.67
2022-12-31 $38M 1.2M 30.91

More positions owned by HPM Partners

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Spdr S&p 500 Etf Tr Equity (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Etf (IEFA)
Credit Accep Corp Mich Stock (CACC)
Amazon Stock Put Option (Principal) (AMZN)
Ishares Tr Etf (QUAL)
Nvidia Corporation Stock (NVDA)
Schwab Strategic Tr Equity (SCHX)
Alphabet Equity (GOOGL)
Alphabet Equity (GOOG)

View all positions for HPM Partners

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
HPM Partners
Lincoln National
My Personal CFO

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