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Innovator S&p 500 Pwr Buffer shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $419k 12k 34.16

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Brookstone Capital Management
Penserra Capital Management
Commonwealth Equity Services
Janney Montgomery Scott
Advisor Group Holdings
Lincoln National
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Miracle Mile Advisors
Cetera Investment Advisers
Strategic Wealth Partners
Envestnet Asset Management
Mercer Global Advisors

View all funds holding Innovator S&p 500 Pwr Buffer