Clear Point Advisors »

Innovator S&p 500 Pwr Buffer shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $125k 3.5k 36.04
2024-06-30 $122k 3.5k 35.13
2024-03-31 $119k 3.5k 34.16
2023-12-31 $113k 3.5k 32.65

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Janney Montgomery Scott
Kestra Advisory Services
Raymond James Financial
Raymond James Financial Services Advisors
Kovitz Investment Group Partners
Cetera Investment Advisers
Southland Equity Partners
Brookstone Capital Management
Beacon Pointe Advisors
BCS Wealth Management
LPL Financial

View all funds holding Innovator S&p 500 Pwr Buffer