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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $5.7M 138k 41.74
2023-12-31 $5.3M 131k 40.08

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

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

SageView Advisory Group
Kingsview Wealth Management
Foundations Investment Advisors
Kfg Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Southland Equity Partners
Mutual Advisors
Philip James Wealth Mangement
Guardian Financial Partners
Sound View Wealth Advisors Group
BKD Wealth Advisors
Townsquare Capital
CoreCap Advisors
Brookstone Capital Management

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