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Innovator Etfs Tr s&p 500 buffer shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $182k 3.7k 49.69

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer

Penserra Capital Management
COFG Advisors
Integral Investment Advisors
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
HPM Partners
Cetera Investment Advisers
Rothschild Investment
Bellwether Advisors
Janney Montgomery Scott
Envestnet Asset Management
Raymond James Financial
Blue Bell Private Wealth Management
My Personal CFO

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