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Innovator S&p 500 Pwr Buffer shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (BMAR) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $327k 7.9k 41.67
2023-12-31 $273k 6.9k 39.61
2023-09-30 $250k 6.9k 36.33
2023-06-30 $256k 6.9k 37.11
2023-03-31 $239k 6.9k 34.66

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding Innovator S&p 500 Pwr Buffer

Outlook Wealth Advisors
Brookstone Capital Management
Penserra Capital Management
Retirement Planning Group
Commonwealth Equity Services
Valtinson Bruner Financial Planning
Advisor Group Holdings
Cambridge Investment Research Advisors
Lincoln National
HighTower Advisors
My Personal CFO
Fragasso
Main Street Financial Solutions
WPWealth
Janney Montgomery Scott

View all funds holding Innovator S&p 500 Pwr Buffer