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Innovator S&p 500 Pwr Buffer shares owned by JDM Financial Group

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

Historical chart of JDM Financial Group 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 JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 46k 39.69
2025-06-30 $1.8M 49k 38.01
2025-03-31 $1.8M 49k 35.82

More positions owned by JDM Financial Group

Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Index Etf (IVV)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)

View all positions for JDM Financial Group

Top funds holding Innovator S&p 500 Pwr Buffer

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

View all funds holding Innovator S&p 500 Pwr Buffer