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Innovator Etfs Tr s&p 500 buffer shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $660k 15k 43.68
2024-06-30 $903k 22k 41.78
2024-03-31 $874k 22k 40.33
2023-12-31 $2.9M 78k 37.63
2023-09-30 $2.7M 79k 34.47
2023-06-30 $2.8M 79k 35.28
2023-03-31 $2.6M 81k 32.67
2022-12-31 $2.6M 82k 31.49
2022-09-30 $2.4M 81k 29.16
2022-06-30 $1.9M 63k 30.15
2022-03-31 $2.0M 63k 32.29
2021-12-31 $2.1M 64k 33.37
2021-09-30 $2.1M 64k 32.50
2021-06-30 $2.1M 65k 31.81
2020-12-31 $488k 16k 30.22
2020-09-30 $455k 16k 28.18
2020-06-30 $457k 16k 28.30
2020-03-31 $397k 16k 25.46
2019-12-31 $434k 16k 27.76
2019-09-30 $408k 16k 26.10

More positions owned by Valtinson Bruner Financial Planning

Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Penserra Capital Management
Personal Cfo Solutions
Integral Investment Advisors
Advisor Group Holdings
HighTower Advisors
Aurum Wealth Management Group
HPM Partners
Rothschild Investment
Bellwether Advisors
Cetera Investment Advisers
Envestnet Asset Management
Wealthquest
My Personal CFO
Cambridge Investment Research Advisors

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