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

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 408k 31.58
2024-06-30 $593k 19k 30.52

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf

Capital Asset Advisory Services
Axxcess Wealth Management
Advisor Group Holdings
Envestnet Asset Management
HighTower Advisors
Diversify Wealth Management
Encompass More Asset Management
4J Wealth Management
LPL Financial
Kathmere Capital Management
Capital Wealth Management
Visionary Wealth Advisors
Branch Banking & Trust Company
Pensionmark Financial Group
Steward Partners Investment Advisory

View all funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf