Sound View Wealth Advisors Group, LLC Innovator U.S. Equity Buffer E Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
Shares
	  2 transactions
	
  Others Institutions Holding BSEP
# of Institutions
116Shares Held
3.51MCall Options Held
0Put Options Held
0- 
    
      Brookstone Capital Management561KShares$27 Million0.38% of portfolio
- 
    
      Outlook Wealth Advisors, LLC406KShares$19.5 Million5.93% of portfolio
- 
    
      Penserra Capital Management LLC Orinda, CA387KShares$18.6 Million0.24% of portfolio
- 
    
      Commonwealth Equity Services, LLC290KShares$13.9 Million0.02% of portfolio
- 
    
      Advisor Group Holdings, Inc. Phoenix, AZ226KShares$10.9 Million0.02% of portfolio