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Innovator Etfs Tr S&p 500 Buffer shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Buffer (BJUN) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 446 45.74
2025-06-30 $129k 3.0k 43.76
2025-03-31 $1.1M 935 1168.85

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Innovator Etfs Tr S&p 500 Buffer

Brookstone Capital Management
Penserra Capital Management
Lantz Financial
HPM Partners
Commonwealth Equity Services
Strategic Blueprint
Blue Bell Private Wealth Management
Advisor Group Holdings
HighTower Advisors
Envestnet Asset Management
Cetera Investment Advisers
Integral Investment Advisors
Consolidated Portfolio Review Corp
Nations Financial Group
Maltin Wealth Management

View all funds holding Innovator Etfs Tr S&p 500 Buffer