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Innovator Etfs Tr shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr (ISEP) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 8.1k 31.87

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr

Gradient Investments
Ferguson Shapiro
Jane Street
Janney Montgomery Scott
SageView Advisory Group
Commonwealth Equity Services
Americana Partners
Raymond James Financial
Cetera Investment Advisers
Berson & Corrado Investment Advisors
Sigma Planning
Kfg Wealth Management
Susquehanna International
Fragasso
Advisor Group Holdings

View all funds holding Innovator Etfs Tr