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Innovator Etfs Tr s&p 500 buffer shares owned by My Personal CFO

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

Historical chart of My Personal CFO 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 My Personal CFO 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 My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-12-31 $952k 22k 42.90
2024-09-30 $934k 22k 42.12
2024-06-30 $742k 18k 40.67
2024-03-31 $716k 18k 39.28
2023-12-31 $669k 18k 36.68
2023-09-30 $614k 18k 33.66

More positions owned by My Personal CFO

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Okta Cl A (OKTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Stagwell Com Cl A (STGW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)

View all positions for My Personal CFO

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
HPM Partners
Richard P Slaughter Associates
Raymond James Financial Services Advisors
Steward Partners Investment Advisory
Diligent Investors
Raymond James Financial
Kestra Advisory Services
Cetera Investment Advisers
Lantz Financial
Cambridge Investment Research Advisors
HighTower Advisors

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