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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 6.8k 48.42
2025-06-30 $303k 6.7k 45.45
2025-03-31 $280k 6.7k 42.04
2024-12-31 $288k 6.7k 43.23
2023-12-31 $293k 7.6k 38.47

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 bufetf

Penserra Capital Management
Commonwealth Equity Services
Integral Investment Advisors
HighTower Advisors
Cetera Investment Advisers
Advisor Group Holdings
Wealth Enhancement Advisory Services
Envestnet Asset Management
HPM Partners
Captrust Financial Advisors
LPL Financial
Kestra Advisory Services
Fragasso
Berkshire Money Management
Motiv8 Investments

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