ATX Financial Planning »

Innovator S&p 500 Pwr Buffer shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning 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 ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $286k 7.0k 40.72

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Innovator S&p 500 Pwr Buffer

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

View all funds holding Innovator S&p 500 Pwr Buffer