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Innovator S&p 500 Pwr Buffer shares owned by Ptm Wealth Management

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

Historical chart of Ptm Wealth Management 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 Ptm Wealth Management 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 Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $679k 17k 39.80
2025-06-30 $653k 17k 38.22
2025-03-31 $602k 18k 33.46

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Brookstone Capital Management
Kovitz Investment Group Partners
RK Capital Management
Caprock
Kestra Advisory Services
Raymond James Financial
Cetera Investment Advisers
LPL Financial
William Blair $ Company
Envestnet Asset Management
Southland Equity Partners

View all funds holding Innovator S&p 500 Pwr Buffer