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Innovator S&p 500 Power Buffer Etf - March etf shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors 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 ORBA Wealth Advisors 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $806k 21k 39.25
2024-06-30 $818k 22k 37.92
2024-03-31 $350k 9.5k 36.81

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for ORBA Wealth Advisors

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

Alliancebernstein
Penserra Capital Management
Southland Equity Partners
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
HFG Wealth Management
Kovitz Investment Group Partners
Kestra Advisory Services
Brookstone Capital Management
Raymond James Financial Services Advisors
Resources Investment Advisors
HighTower Advisors
Colony
Diversify Advisory Services

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