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Innovator S&p 500 Pwr Buffer shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment Advisors investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by AssuredPartners Investment 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 6.3k 39.69
2025-06-30 $262k 6.9k 38.01
2025-03-31 $741k 21k 35.82

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment 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