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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
2024-03-31 $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)
Okta Cl A (OKTA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Stagwell Com Cl A (STGW)
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)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for My Personal CFO

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