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Innovator Etfs Tr s&p 500 buffer shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 309k 36.68
2023-09-30 $11M 312k 33.66
2023-06-30 $11M 308k 34.45
2023-03-31 $10M 312k 32.12
2022-12-31 $9.5M 315k 30.33
2022-09-30 $9.1M 320k 28.61

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Tr Us Eqty Buf Sep (BSEP)
Microsoft Corporation (MSFT)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Chevron Corporation (CVX)

View all positions for Lantz Financial

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
HighTower Advisors
Outlook Wealth Advisors
Sageworth Trust Company

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