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Innovator Laddered Fund Of S&p 500 Power Buffer Etfs shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $15M 309k 47.85

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

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