HPM Partners »

Innovator S&p 500 Pwr Buffer shares owned by HPM Partners

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

Historical chart of HPM 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 HPM 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $863k 26k 32.65
2023-09-30 $831k 27k 30.46
2023-06-30 $840k 27k 30.79
2023-03-31 $739k 25k 29.23
2022-12-31 $540k 19k 28.40

More positions owned by HPM Partners

Vanguard Index Fds Ex Trd Eq Fd (VOO)
Apple (AAPL)
Microsoft Corp Stock (MSFT)
Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equity (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Etf (IEFA)
Credit Accep Corp Mich Stock (CACC)
Amazon Stock Put Option (Principal) (AMZN)
Ishares Tr Etf (QUAL)
Nvidia Corporation Stock (NVDA)
Schwab Strategic Tr Equity (SCHX)
Alphabet Equity (GOOGL)
Alphabet Equity (GOOG)

View all positions for HPM Partners

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