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Innovator S&p 500 Pwr Buffer shares owned by Atticus Wealth Management

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

Historical chart of Atticus Wealth Management investment in Innovator S&p 500 Pwr Buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by Atticus Wealth Management 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 Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $886k 26k 34.16
2023-12-31 $815k 25k 32.65
2023-09-30 $760k 25k 30.46
2023-06-30 $769k 25k 30.79
2023-03-31 $730k 25k 29.23

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Atticus Wealth Management

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Brookstone Capital Management
Penserra Capital Management
Commonwealth Equity Services
Janney Montgomery Scott
Jpmorgan Chase & Co
Lincoln National
Wealth Enhancement Advisory Services
Advisor Group Holdings
Mercer Global Advisors
Raymond James Financial Services Advisors
Miracle Mile Advisors
Strategic Wealth Partners
Kestra Advisory Services

View all funds holding Innovator S&p 500 Pwr Buffer