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Innovator Laddered Fund Of S&p 500 Power Buffer Etfs shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Innovator Laddered Fund Of S&p 500 Power Buffer Etfs (BUFF) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Innovator Laddered Fund Of S&p 500 Power Buffer Etfs

Tip: Access up to 7 years of quarterly data

All positions including Innovator Laddered Fund Of S&p 500 Power Buffer Etfs held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Laddered Fund Of S&p 500 Power Buffer Etfs by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 28k 48.86
2025-06-30 $1.4M 29k 47.00
2025-03-31 $1.2M 27k 44.09
2024-12-31 $513k 11k 44.91

More positions owned by Collaborative Wealth Managment

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust Nuveen Ice High (HYMB)
Spdr Series Trust Portfoli S&p1500 (SPTM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Us Pfd Etf (PFFD)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding Innovator Laddered Fund Of S&p 500 Power Buffer Etfs

LPL Financial
Envestnet Asset Management
Mercer Global Advisors
Cetera Investment Advisers
Advisor Group Holdings
GGM Financials
Kingsview Wealth Management
Kfg Wealth Management
Prasad Wealth Partners
Janney Montgomery Scott
Holos Integrated Wealth
Commonwealth Equity Services
LifeWealth Investments
Mutual Advisors
Buska Wealth Management

View all funds holding Innovator Laddered Fund Of S&p 500 Power Buffer Etfs