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Innovator S&p 500 Pwr Buffer shares owned by O'Connor Financial Group

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

Historical chart of O'Connor 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 O'Connor 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 O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $252k 7.0k 36.04
2024-06-30 $244k 7.0k 35.13
2024-03-31 $237k 6.9k 34.16

More positions owned by O'Connor Financial Group

First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Dimensional Emerging Markets Etf Etf (DFEM)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for O'Connor Financial Group

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
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Advisor Group Holdings
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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