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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

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

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