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Innovator S&p 500 Pwr Buffer shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth 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 Madison Wealth 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 Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 6.2k 36.04
2024-06-30 $217k 6.2k 35.13
2024-03-31 $211k 6.2k 34.16

More positions owned by Madison Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth 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