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

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

Historical chart of Clay Northam 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 Clay Northam 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 Clay Northam Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 5.5k 39.69
2025-06-30 $209k 5.5k 38.01

More positions owned by Clay Northam Wealth Management

Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Crowdstrike Hldgs Cl A (CRWD)
Pacer Fds Tr Us Small Cap Cas (CALF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Clay Northam Wealth Management

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
Caprock
Kestra Advisory Services
Raymond James Financial
Cetera Investment Advisers
LPL Financial
BCS Wealth Management
William Blair $ Company
Envestnet Asset Management
Southland Equity Partners

View all funds holding Innovator S&p 500 Pwr Buffer