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Innovator S&p 500 Pwr Buffer shares owned by Crown Wealth Group

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (BMAR) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 4.4k 51.59
2025-06-30 $216k 4.4k 49.04
2025-03-31 $200k 4.4k 45.54
2024-12-31 $203k 4.4k 46.14

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Calamos Etf Tr Russell 2000 Str (CPRY)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Large Cap Max Bu (DMAX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Crown Wealth Group

Top funds holding Innovator S&p 500 Pwr Buffer

Penserra Capital Management
Absolute Investment Management
Commonwealth Equity Services
Advisor Group Holdings
HighTower Advisors
Retirement Planning Group
HPM Partners
Valtinson Bruner Financial Planning
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Main Street Financial Solutions
Blue Bell Private Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors

View all funds holding Innovator S&p 500 Pwr Buffer