Innovator Etfs Tr s&p 500 buffer shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BSEP) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 511 | 48.29 |
| 2025-06-30 | $23k | 511 | 45.16 |
| 2025-03-31 | $21k | 511 | 41.78 |
| 2024-12-31 | $22k | 511 | 42.90 |
| 2024-09-30 | $21k | 491 | 42.12 |
| 2024-06-30 | $20k | 491 | 40.99 |
| 2024-03-31 | $19k | 491 | 38.46 |
| 2023-12-31 | $18k | 491 | 36.68 |
| 2023-09-30 | $17k | 491 | 33.66 |
| 2023-06-30 | $17k | 491 | 34.45 |
| 2023-03-31 | $16k | 491 | 32.12 |
| 2022-12-31 | $15k | 491 | 30.33 |
| 2022-09-30 | $14k | 491 | 28.51 |
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