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Innovator Etfs Trust Laddered Allocation Buffer Etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Innovator Etfs Trust Laddered Allocation Buffer Etf (BUFB) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Innovator Etfs Trust Laddered Allocation Buffer Etf

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All positions including Innovator Etfs Trust Laddered Allocation Buffer Etf held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust Laddered Allocation Buffer Etf by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 73k 30.52
2024-03-31 $1.8M 60k 29.38
2023-12-31 $4.5M 164k 27.76
2023-09-30 $4.2M 166k 25.49
2023-06-30 $2.8M 107k 26.13

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

Top funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf

Capital Asset Advisory Services
Axxcess Wealth Management
Envestnet Asset Management
HighTower Advisors
Diversify Wealth Management
4J Wealth Management
Kathmere Capital Management
Capital Wealth Management
Visionary Wealth Advisors
Branch Banking & Trust Company
Pensionmark Financial Group
Steward Partners Investment Advisory
Cetera Investment Advisers
Syntegra Private Wealth Group
LPL Financial

View all funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf