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Innovator S&p 500 Pwr Buffer shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment 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 Cape Investment 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $937k 29k 32.65
2023-09-30 $969k 32k 30.46
2023-06-30 $985k 32k 30.79
2023-03-31 $953k 33k 29.23

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment 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