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Innovator S&p 500 Pwr Buffer shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 51k 32.65
2023-09-30 $1.5M 51k 30.46
2023-06-30 $1.6M 51k 30.79
2023-03-31 $1.5M 51k 29.23

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Etf Opportunities Trust American Conser (ACVF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Exxon Mobil Corporation (XOM)

View all positions for WorthPointe

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Brookstone Capital Management
Penserra Capital Management
Commonwealth Equity Services
Jpmorgan Chase & Co
Lincoln National
Wealth Enhancement Advisory Services
Janney Montgomery Scott
Advisor Group Holdings
Mercer Global Advisors
Raymond James Financial Services Advisors
Miracle Mile Advisors
Strategic Wealth Partners
Kestra Advisory Services

View all funds holding Innovator S&p 500 Pwr Buffer