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Innovator S&p 500 Pwr Buffer shares owned by Yarger Wealth Strategies

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

Historical chart of Yarger Wealth Strategies 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 Yarger Wealth Strategies 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 Yarger Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 85k 36.80
2024-09-30 $3.1M 86k 36.04
2024-06-30 $3.0M 87k 35.13
2024-03-31 $3.0M 87k 34.16

More positions owned by Yarger Wealth Strategies

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
T Rowe Price Etf Price Div Grwt (TDVG)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Designer Brands Cl A (DBI)

View all positions for Yarger Wealth Strategies

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