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Innovator S&p 500 Pwr Buffer shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management 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 Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 5.9k 34.16
2023-09-30 $402k 13k 30.42
2023-06-30 $563k 18k 30.79
2023-03-31 $526k 18k 29.23

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Microsoft Corporation (MSFT)
Apple (AAPL)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Travelers Companies (TRV)

View all positions for Milestone Asset Management

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Brookstone Capital Management
Penserra Capital Management
Commonwealth Equity Services
Janney Montgomery Scott
Jpmorgan Chase & Co
Lincoln National
Wealth Enhancement Advisory Services
Advisor Group Holdings
Mercer Global Advisors
Raymond James Financial Services Advisors
Miracle Mile Advisors
Strategic Wealth Partners
HighTower Advisors

View all funds holding Innovator S&p 500 Pwr Buffer