Innovator Etfs Tr s&p 500 buffer shares owned by Wealthquest
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJUL) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in Innovator Etfs Tr s&p 500 buffer
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.9M | 70k | 41.78 |
| 2024-03-31 | $3.0M | 74k | 40.33 |
| 2023-12-31 | $14M | 366k | 37.63 |
| 2023-09-30 | $16M | 455k | 34.47 |
| 2023-06-30 | $15M | 428k | 35.28 |
| 2023-03-31 | $12M | 361k | 32.67 |
| 2022-12-31 | $9.9M | 320k | 30.91 |
| 2022-09-30 | $8.4M | 288k | 29.15 |
| 2022-06-30 | $7.4M | 246k | 30.15 |
| 2022-03-31 | $15M | 451k | 33.37 |
| 2021-12-31 | $15M | 451k | 33.37 |
| 2021-09-30 | $13M | 402k | 31.57 |
| 2021-06-30 | $9.2M | 293k | 31.42 |
| 2021-03-31 | $5.5M | 178k | 30.97 |
| 2020-12-31 | $2.0M | 67k | 30.12 |
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