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

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

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

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All positions including Innovator Etfs Trust Laddered Allocation Buffer Etf held by Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 49k 35.74
2025-06-30 $901k 27k 33.88
2025-03-31 $327k 10k 31.42

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
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Us Bancorp Del Com New (USB)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Johnson & Johnson (JNJ)
Kroger (KR)
Cisco Systems (CSCO)
Allstate Corporation (ALL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)

View all positions for Heritage Wealth Management

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View all funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf