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Innovator Etfs Tr s&p 500 buffer shares owned by My Personal CFO

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

Historical chart of My Personal CFO 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 My Personal CFO 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 My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 58k 43.68
2024-06-30 $2.0M 47k 41.78
2024-03-31 $1.5M 37k 40.33
2023-12-31 $1.4M 37k 37.63
2023-09-30 $1.3M 37k 34.47
2023-06-30 $940k 27k 35.28
2023-03-31 $706k 22k 32.67
2022-12-31 $686k 10k 68.54
2022-09-30 $653 10k 0.07

More positions owned by My Personal CFO

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Okta Cl A (OKTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Stagwell Com Cl A (STGW)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for My Personal CFO

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