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Innovator Etfs Tr s&p 500 buffer shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BSEP) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Innovator Etfs Tr s&p 500 buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by Cape Investment Advisory 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 by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $78k 2.1k 36.68
2023-09-30 $72k 2.1k 33.66
2023-06-30 $74k 2.1k 34.45
2023-03-31 $69k 2.1k 32.12

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment Advisory

Top funds holding Innovator Etfs Tr s&p 500 buffer

Berkshire Money Management
Commonwealth Equity Services
Lantz Financial
SageView Advisory Group
Vantage Financial Partners
Penserra Capital Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Diligent Investors
Steward Partners Investment Advisory
Kestra Advisory Services
Lincoln National
Outlook Wealth Advisors
Sageworth Trust Company
Feltz Wealth PLAN

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