Cyndeo Wealth Partners »

Innovator S&p 500 Pwr Buffer shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $623k 16k 40.10

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbvie (ABBV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)
JPMorgan Chase & Co. (JPM)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for Cyndeo Wealth Partners

Top funds holding Innovator S&p 500 Pwr Buffer

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

View all funds holding Innovator S&p 500 Pwr Buffer