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

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

Historical chart of Schulz Wealth 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 Schulz Wealth 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 Schulz Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 5.1k 49.66
2025-06-30 $242k 5.1k 47.13
2025-03-31 $221k 5.1k 43.18
2024-12-31 $228k 5.1k 44.56
2024-09-30 $224k 5.1k 43.68
2024-06-30 $356k 8.5k 41.78
2024-03-31 $343k 8.5k 40.33
2023-12-31 $320k 8.5k 37.63

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Schulz Wealth

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Penserra Capital Management
Integral Investment Advisors
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
HPM Partners
Cetera Investment Advisers
Rothschild Investment
Janney Montgomery Scott
Bellwether Advisors
Envestnet Asset Management
LPL Financial
Motiv8 Investments
Cambridge Investment Research Advisors

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