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Innovator Etfs Tr s&p 500 buffer shares owned by Sound View Wealth Advisors Group

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

Historical chart of Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $219k 5.4k 40.67
2024-03-31 $212k 5.4k 39.28
2023-12-31 $224k 6.1k 36.68
2023-09-30 $205k 6.1k 33.66
2023-06-30 $210k 6.1k 34.45

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)

View all positions for Sound View Wealth Advisors Group

Top funds holding Innovator Etfs Tr s&p 500 buffer

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

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