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

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

Historical chart of BigSur 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 BigSur 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 BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.6k 190 40.10

More positions owned by BigSur Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr Russell 3000 Etf (IWV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Palo Alto Networks (PANW)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for BigSur Wealth Management

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
Brookstone Capital Management
Commonwealth Equity Services
Colony
Raymond James Financial
Kestra Advisory Services
LPL Financial
William Blair $ Company
Cetera Investment Advisers
Southland Equity Partners
CoreCap Advisors
Pensionmark Financial Group
HighTower Advisors

View all funds holding Innovator S&p 500 Pwr Buffer