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Innovator Etfs Tr s&p 500 buffer shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BSEP) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 37k 39.28
2023-12-31 $1.4M 37k 36.68
2023-09-30 $1.3M 38k 33.66
2023-06-30 $1.1M 33k 34.45
2023-03-31 $1.1M 33k 32.12
2022-12-31 $1.1M 35k 30.33
2022-09-30 $1.2M 41k 28.60
2022-06-30 $1.2M 42k 29.27
2022-03-31 $1.5M 47k 32.63
2021-12-31 $1.8M 54k 33.41
2021-09-30 $1.6M 50k 31.28
2021-06-30 $174k 5.5k 31.91
2021-03-31 $167k 5.5k 30.50
2020-12-31 $160k 5.5k 29.09
2020-09-30 $148k 5.5k 26.91

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
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Vantage Financial Partners
Advisor Group Holdings
Raymond James Financial Services Advisors
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Kestra Advisory Services
Lincoln National
Outlook Wealth Advisors
Sageworth Trust Company
Feltz Wealth PLAN
Envestnet Asset Management
Capital Wealth Management

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