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Innovator Laddered Fund Of S&p 500 Power Buffer Etfs shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth 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 Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 40k 44.12
2024-06-30 $1.7M 40k 42.87

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Value Etf Etf (DFIV)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Apple Stock (AAPL)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)
Dimensional Core Fixed Income Etf Etf (DFCF)
Innovator Us Equity Accelerated Etf Etf (XDSQ)

View all positions for Vestia Personal Wealth Advisors

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