Innovator Etfs Tr s&p 500 buffer shares owned by AE Wealth Management
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BSEP) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Innovator Etfs Tr s&p 500 buffer
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 6.0k | 48.29 |
| 2025-06-30 | $241k | 5.3k | 45.16 |
| 2025-03-31 | $223k | 5.3k | 41.78 |
| 2024-12-31 | $230k | 5.4k | 42.90 |
| 2024-09-30 | $244k | 5.8k | 42.12 |
| 2024-06-30 | $310k | 7.6k | 40.67 |
| 2024-03-31 | $299k | 7.6k | 39.28 |
| 2023-12-31 | $699k | 19k | 37.43 |
| 2023-09-30 | $669k | 20k | 33.66 |
| 2023-06-30 | $909k | 26k | 34.45 |
| 2023-03-31 | $859k | 27k | 32.12 |
| 2022-12-31 | $525k | 17k | 30.33 |
| 2022-09-30 | $495k | 17k | 28.60 |
| 2022-06-30 | $483k | 17k | 29.25 |
| 2022-03-31 | $539k | 17k | 32.64 |
| 2021-12-31 | $585k | 18k | 33.40 |
| 2021-09-30 | $360k | 12k | 31.22 |
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