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Innovator Etfs Tr s&p 500 buffer shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $864k 23k 37.63
2023-09-30 $792k 23k 34.47
2023-06-30 $708k 20k 35.28
2023-03-31 $600k 18k 32.67
2022-12-31 $577k 19k 30.91
2022-09-30 $667k 23k 29.16
2022-06-30 $328k 11k 30.12

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Tr Us Eqty Buf Sep (BSEP)
Microsoft Corporation (MSFT)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Chevron Corporation (CVX)

View all positions for Lantz Financial

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