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Innovator S&p 500 Pwr Buffer shares owned by Gradient Investments

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

Historical chart of Gradient Investments 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 Gradient Investments 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 Gradient Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $74M 2.2M 34.16
2023-12-31 $69k 2.1k 32.65
2023-09-30 $65k 2.1k 30.46
2023-06-30 $61M 2.0M 30.79
2023-03-31 $51M 1.7M 29.23

More positions owned by Gradient Investments

Spdr Ser Tr Portfolio S&p500 (SPLG)
Innovator Etfs Trust Gradient Tactic (IGTR)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Goldman Sachs Etf Tr Future Consumer (GBUY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Apple (AAPL)

View all positions for Gradient Investments

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Brookstone Capital Management
Penserra Capital Management
Commonwealth Equity Services
Janney Montgomery Scott
Jpmorgan Chase & Co
Lincoln National
Wealth Enhancement Advisory Services
Advisor Group Holdings
Mercer Global Advisors
Raymond James Financial Services Advisors
Miracle Mile Advisors
Strategic Wealth Partners
Kestra Advisory Services

View all funds holding Innovator S&p 500 Pwr Buffer