Concurrent Investment Advisors »

Innovator Laddered Fund Of S&p 500 Power Buffer Etfs shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Laddered Fund Of S&p 500 Power Buffer Etfs by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 33k 48.85
2025-06-30 $592k 13k 47.00

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

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