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Innovator S&p 500 Pwr Buffer shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $543k 16k 34.16

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

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