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Innovator Etfs Tr russell 2000 p shares owned by BFI Wealth Solutions

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KOCT) shares owned by BFI Wealth Solutions from 13F filings

Historical chart of BFI Wealth Solutions investment in Innovator Etfs Tr russell 2000 p

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr russell 2000 p held by BFI Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr russell 2000 p by BFI Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 72k 33.67

More positions owned by BFI Wealth Solutions

Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
Schwab Strategic Tr Fundamental Intl (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)

View all positions for BFI Wealth Solutions

Top funds holding Innovator Etfs Tr russell 2000 p

Compass Financial
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
BFI Wealth Solutions
Envestnet Asset Management
Global Strategic Investment Solutions
LPL Financial
SageView Advisory Group
Branch Banking & Trust Company
DHJJ Financial Advisors
Commons Capital
Valtinson Bruner Financial Planning
Colony
HighTower Advisors

View all funds holding Innovator Etfs Tr russell 2000 p