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Innovator S&p 500 Pwr Buffer shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (BMAR) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Innovator S&p 500 Pwr Buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by Ballast Rock Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $730k 14k 53.05

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

Top funds holding Innovator S&p 500 Pwr Buffer

Penserra Capital Management
Absolute Investment Management
Commonwealth Equity Services
Advisor Group Holdings
HighTower Advisors
Retirement Planning Group
Valtinson Bruner Financial Planning
HPM Partners
Raymond James Financial
My Personal CFO
Cetera Investment Advisers
Main Street Financial Solutions
Blue Bell Private Wealth Management
Fragasso
Cambridge Investment Research Advisors

View all funds holding Innovator S&p 500 Pwr Buffer