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Innovator S&p 500 Pwr Buffer shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $952k 24k 39.69
2025-06-30 $760k 20k 38.01
2025-03-31 $653k 18k 35.82

More positions owned by Arkadios Wealth Advisors

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Angel Oak Income Etf Etf (CARY)
Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Broadcom Stock (AVGO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Meta Platforms Inc Cl A Stock (META)
Ishares S&p 500 Growth Etf Etf (IVW)

View all positions for Arkadios Wealth Advisors

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Brookstone Capital Management
Kovitz Investment Group Partners
RK Capital Management
Caprock
Kestra Advisory Services
Raymond James Financial
Cetera Investment Advisers
LPL Financial
William Blair $ Company
Envestnet Asset Management
Southland Equity Partners

View all funds holding Innovator S&p 500 Pwr Buffer