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

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

Historical chart of Summit 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 Summit 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $332k 9.5k 35.13
2024-03-31 $324k 9.5k 34.16
2023-09-30 $263k 8.6k 30.46
2023-06-30 $266k 8.6k 30.79
2023-03-31 $292k 10k 29.23

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Innovator S&p 500 Pwr Buffer

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

View all funds holding Innovator S&p 500 Pwr Buffer