Legacy Advisors »

Innovator Etfs Tr s&p 500 buffer shares owned by Legacy Advisors

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

Historical chart of Legacy 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 Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 24k 49.25
2025-03-31 $3.6k 20k 0.18

More positions owned by Legacy Advisors

Gmo Etf Trust Gmo Us Quality E (QLTY)
MasTec (MTZ)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vertex Cl A (VERX)
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Legacy Advisors

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Outlook Wealth Advisors
Penserra Capital Management
Citadel Advisors
Commonwealth Equity Services
Advisor Group Holdings
HPM Partners
Raymond James Financial
Cetera Investment Advisers
Kestra Advisory Services
HighTower Advisors
Lantz Financial
Diligent Investors
Integral Investment Advisors
First Heartland Consultants

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