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Innovator Laddered Fund Of S&p 500 Power Buffer Etfs shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement investment in Innovator Laddered Fund Of S&p 500 Power Buffer Etfs

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All positions including Innovator Laddered Fund Of S&p 500 Power Buffer Etfs held by Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $252k 5.7k 44.12
2024-06-30 $276k 6.4k 42.87
2024-03-31 $5.7M 138k 41.74
2023-12-31 $5.3M 131k 40.08

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

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

Envestnet Asset Management
Kingsview Wealth Management
LPL Financial
Kfg Wealth Management
Advisor Group Holdings
Cambridge Investment Research Advisors
Cetera Investment Advisers
Commonwealth Equity Services
SageView Advisory Group
Raymond James Financial Services Advisors
Mutual Advisors
BKD Wealth Advisors
Brookstone Capital Management
Buska Wealth Management
Regal Investment Advisors

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