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Innovator S&p 500 Pwr Buffer shares owned by Personal Cfo Solutions

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (BMAR) shares owned by Personal Cfo Solutions from 13F filings

Historical chart of Personal Cfo Solutions 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 Personal Cfo Solutions 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 Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 263k 41.67
2023-03-31 $214k 6.2k 34.66
2020-03-31 $821k 35k 23.59

More positions owned by Personal Cfo Solutions

Chubb (CB)
Ishares Tr Russell 2000 Etf (IWM)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Innovator Etfs Trust Innovator Intl D
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Alphabet Cap Stk Cl A (GOOGL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Itt (ITT)
CNA Financial Corporation (CNA)
Merck & Co (MRK)

View all positions for Personal Cfo Solutions

Top funds holding Innovator S&p 500 Pwr Buffer

Outlook Wealth Advisors
Personal Cfo Solutions
Brookstone Capital Management
Penserra Capital Management
Advisor Group Holdings
Retirement Planning Group
Commonwealth Equity Services
HighTower Advisors
Valtinson Bruner Financial Planning
Cambridge Investment Research Advisors
Lincoln National
Envestnet Asset Management
My Personal CFO
Belpointe Asset Management
Fragasso

View all funds holding Innovator S&p 500 Pwr Buffer