Innovator Etfs Tr s&p 500 buffer shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BSEP) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr s&p 500 buffer
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All positions including Innovator Etfs Tr s&p 500 buffer held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $271k | 6.9k | 39.28 |
2023-12-31 | $377k | 10k | 36.68 |
2023-09-30 | $346k | 10k | 33.66 |
2023-06-30 | $420k | 12k | 34.45 |
2023-03-31 | $391k | 12k | 32.12 |
2022-12-31 | $370k | 12k | 30.33 |
2022-09-30 | $349k | 12k | 28.63 |
2022-06-30 | $272k | 9.3k | 29.32 |
2022-03-31 | $303k | 9.3k | 32.66 |
2021-12-31 | $310k | 9.3k | 33.41 |
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