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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
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 Ex Trd Eq Fd (VOO)
Apple (AAPL)
Microsoft Corp Stock (MSFT)
Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equity (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Etf (IEFA)
Credit Accep Corp Mich Stock (CACC)
Amazon Stock Put Option (Principal) (AMZN)
Ishares Tr Etf (QUAL)
Nvidia Corporation Stock (NVDA)
Schwab Strategic Tr Equity (SCHX)
Alphabet Equity (GOOGL)
Alphabet Equity (GOOG)

View all positions for HPM Partners

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