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Innovator S&p 500 Power Buffer Etf - March etf shares owned by Brown Wealth Management

Quarter-by-quarter ownership of Innovator S&p 500 Power Buffer Etf - March etf (PMAR) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in Innovator S&p 500 Power Buffer Etf - March etf

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All positions including Innovator S&p 500 Power Buffer Etf - March etf held by Brown 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 Power Buffer Etf - March etf by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $801k 23k 35.62
2023-09-30 $1.1M 34k 33.49
2023-06-30 $1.1M 34k 33.77

More positions owned by Brown Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brown Wealth Management

Top funds holding Innovator S&p 500 Power Buffer Etf - March etf

Alliancebernstein
Brookstone Capital Management
Penserra Capital Management
Southland Equity Partners
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
Raymond James Financial Services Advisors
Wealthsource Partners
Kestra Advisory Services
Lincoln National
BKD Wealth Advisors
Cambridge Investment Research Advisors
Kfg Wealth Management
InterOcean Capital Group

View all funds holding Innovator S&p 500 Power Buffer Etf - March etf