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Innovator Etfs Tr s&p 500 buffer shares owned by HPM Partners

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BFEB) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Innovator Etfs Tr s&p 500 buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by HPM Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 29k 39.28
2023-12-31 $673k 18k 36.63
2023-09-30 $733k 22k 33.32
2023-06-30 $752k 22k 34.17
2023-03-31 $702k 22k 31.99
2022-12-31 $1.7M 57k 29.94

More positions owned by HPM Partners

Vanguard Index Fds Stock (VOO)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equities (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Nvidia Corporation Stock (NVDA)
Vanguard Tax-managed Fds Equities (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Credit Accep Corp Mich Stock (CACC)
Eli Lilly & Co Equities (LLY)
Alphabet Equities (GOOGL)
Ishares Tr Stock (QUAL)
Alphabet Equities (GOOG)

View all positions for HPM Partners

Top funds holding Innovator Etfs Tr s&p 500 buffer

Gradient Investments
Brookstone Capital Management
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
HighTower Advisors
Raymond James Financial Services Advisors
Envestnet Asset Management
My Personal CFO
William Blair $ Company
Bellwether Advisors
Cambridge Investment Research Advisors
Fragasso
Valtinson Bruner Financial Planning

View all funds holding Innovator Etfs Tr s&p 500 buffer