Spire Wealth Management »

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

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

Historical chart of Spire Wealth Management 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 Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 32k 40.33
2023-12-31 $1.2M 32k 38.01
2023-09-30 $1.1M 32k 34.47
2023-06-30 $1.1M 30k 35.28
2023-03-31 $990k 30k 32.67
2022-12-31 $937k 30k 30.92
2022-09-30 $35k 1.2k 29.17

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Fds Inf Tech Etf (VGT)
Amazon (AMZN)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spire Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Berkshire Money Management
Integral Investment Advisors
Penserra Capital Management
Aurum Wealth Management Group
HighTower Advisors
Advisor Group Holdings
Bellwether Advisors
Wealthquest
Janney Montgomery Scott
Blue Bell Private Wealth Management
Cambridge Investment Research Advisors
Envestnet Asset Management
HPM Partners
Lincoln National

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