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Innovator S&p 500 Pwr Buffer shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (BMAR) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in Innovator S&p 500 Pwr Buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 5.8k 41.67
2023-12-31 $229k 5.8k 39.61

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p 500 Etf Uie (SPY)
Spdr S&p Midcap 400 Etf Uie (MDY)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Apple (AAPL)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Active Bond Etf Iv Uie (JBND)
Graniteshares Gold Etf Uie (BAR)
First Trust Senior Loan Etf Uie (FTSL)

View all positions for Clear Point Advisors

Top funds holding Innovator S&p 500 Pwr Buffer

Outlook Wealth Advisors
Personal Cfo Solutions
Brookstone Capital Management
Penserra Capital Management
Advisor Group Holdings
Retirement Planning Group
Commonwealth Equity Services
HighTower Advisors
Valtinson Bruner Financial Planning
Cambridge Investment Research Advisors
Lincoln National
Envestnet Asset Management
My Personal CFO
Belpointe Asset Management
Fragasso

View all funds holding Innovator S&p 500 Pwr Buffer