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Innovator Etfs Tr s&p 500 buffer shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 41k 40.67
2024-03-31 $1.7M 43k 39.28
2023-12-31 $1.6M 42k 36.68
2023-09-30 $1.1M 33k 33.66
2023-06-30 $1.4M 41k 34.45
2023-03-31 $1.7M 54k 32.12
2022-12-31 $1.7M 55k 30.33

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Credit Accep Corp Mich Stock (CACC)
Alphabet Cap Stk Cl C (GOOG)

View all positions for HPM Partners

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Commonwealth Equity Services
Penserra Capital Management
Raymond James Financial Services Advisors
Richard P Slaughter Associates
Diligent Investors
Lantz Financial
Kestra Advisory Services
Cambridge Investment Research Advisors
Cetera Investment Advisers
Sageworth Trust Company
Envestnet Asset Management
HighTower Advisors
HPM Partners
Feltz Wealth PLAN

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