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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
2023-12-31 $224k 6.1k 36.68
2023-09-30 $205k 6.1k 33.66
2023-06-30 $210k 6.1k 34.45

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Eli Lilly & Co. (LLY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Amazon (AMZN)

View all positions for Sound View Wealth Advisors Group

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