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Innovator Etfs Tr s&p 500 bufetf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 bufetf (BOCT) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Innovator Etfs Tr s&p 500 bufetf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 bufetf held by AE Wealth 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 bufetf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $70k 1.4k 49.42
2023-09-30 $207k 5.8k 35.50

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Ishares Tr Rus Tp200 Gr Etf (IWY)
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View all positions for AE Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 bufetf

Brookstone Capital Management
COFG Advisors
Penserra Capital Management
Integral Investment Advisors
Commonwealth Equity Services
HPM Partners
HighTower Advisors
Advisor Group Holdings
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Envestnet Asset Management
LPL Financial
Mml Investors Services
Fragasso
Captrust Financial Advisors

View all funds holding Innovator Etfs Tr s&p 500 bufetf