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Innovator Etfs Tr s&p 500 buffer e shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 6.1k 43.82
2025-06-30 $258k 6.1k 42.20

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

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