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Innovator Etfs Trust Laddered Allocation Buffer Etf shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Trust Laddered Allocation Buffer Etf (BUFB) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Innovator Etfs Trust Laddered Allocation Buffer Etf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust Laddered Allocation Buffer Etf held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust Laddered Allocation Buffer Etf by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 131k 31.58
2024-06-30 $3.7M 123k 30.52
2024-03-31 $3.4M 117k 29.38

More positions owned by 4J Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Us Treas Bd Etf (GOVT)
T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Floating Rate (TFLR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Apple (AAPL)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Northrop Grumman Corporation (NOC)

View all positions for 4J Wealth Management

Top funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf

Capital Asset Advisory Services
Axxcess Wealth Management
Envestnet Asset Management
HighTower Advisors
Diversify Wealth Management
4J Wealth Management
Kathmere Capital Management
Capital Wealth Management
Visionary Wealth Advisors
Branch Banking & Trust Company
Pensionmark Financial Group
Steward Partners Investment Advisory
Cetera Investment Advisers
Syntegra Private Wealth Group
LPL Financial

View all funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf