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Innovator S&p 500 Pwr Buffer shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0k 221k 0.04
2024-06-30 $8.1M 231k 35.13

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Janney Montgomery Scott
Kestra Advisory Services
Raymond James Financial Services Advisors
Kovitz Investment Group Partners
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Brookstone Capital Management
HighTower Advisors
Envestnet Asset Management
Southland Equity Partners

View all funds holding Innovator S&p 500 Pwr Buffer