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Innovator Etfs Tr s&p 500 buffer shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $738k 15k 48.29
2025-06-30 $716k 16k 45.16
2025-03-31 $2.2M 52k 41.78
2024-12-31 $2.2M 52k 42.90

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Pimco Etf Tr Active Bd Etf (BOND)
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Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Outlook Wealth Advisors
Penserra Capital Management
Commonwealth Equity Services
Citadel Advisors
Advisor Group Holdings
HPM Partners
Raymond James Financial
Cetera Investment Advisers
Kestra Advisory Services
HighTower Advisors
Envestnet Asset Management
Lantz Financial
Diligent Investors
Integral Investment Advisors

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