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Innovator Etfs Tr s&p 500 buffer e shares owned by Optimist Retirement Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer e (BMAY) shares owned by Optimist Retirement Group from 13F filings

Historical chart of Optimist Retirement Group investment in Innovator Etfs Tr s&p 500 buffer e

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer e held by Optimist Retirement Group 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 e by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $694k 16k 43.82
2025-06-30 $668k 16k 42.20
2025-03-31 $545k 14k 39.67
2024-12-31 $536k 13k 40.32
2024-09-30 $518k 13k 39.46

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Kla Corp Com New (KLAC)
International Business Machines (IBM)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)

View all positions for Optimist Retirement Group

Top funds holding Innovator Etfs Tr s&p 500 buffer e

Penserra Capital Management
Valtinson Bruner Financial Planning
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
HPM Partners
Blue Bell Private Wealth Management
Envestnet Asset Management
Focus Financial Network
Cetera Investment Advisers
Mml Investors Services
Beck Capital Management
Collaborative Wealth Managment
Integral Investment Advisors
Kestra Advisory Services

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