LPL Financial »

Innovator S&p 500 Pwr Buffer shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 120k 36.04
2024-06-30 $4.6M 130k 35.13
2024-03-31 $3.2M 95k 34.16
2023-09-30 $1.3M 42k 30.46

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
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
Envestnet Asset Management
Southland Equity Partners
Brookstone Capital Management
Beacon Pointe Advisors
BCS Wealth Management
LPL Financial

View all funds holding Innovator S&p 500 Pwr Buffer