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Innovator S&p 500 Pwr Buffer shares owned by WPWealth

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

Historical chart of WPWealth 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 WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 30k 34.16
2023-06-30 $329k 11k 30.79
2023-03-31 $312k 11k 29.23

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust International Dv (IOCT)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

View all positions for WPWealth

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