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

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

Historical chart of WCG Wealth 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $588k 12k 48.29
2025-06-30 $550k 12k 45.16
2025-03-31 $509k 12k 41.77

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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