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Innovator S&p 500 Pwr Buffer shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $547k 15k 36.04
2024-06-30 $534k 15k 35.13
2024-03-31 $544k 16k 34.16
2023-12-31 $520k 16k 32.65
2023-09-30 $485k 16k 30.46
2023-06-30 $490k 16k 30.79
2023-03-31 $450k 15k 29.23
2020-09-30 $2.6M 102k 25.08
2020-06-30 $2.6M 103k 25.07
2020-03-31 $2.3M 101k 22.88

More positions owned by Valtinson Bruner Financial Planning

Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Valtinson Bruner Financial Planning

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