Phillips Financial Management »

Innovator S&p 500 Power Buffer Etf - March etf shares owned by Phillips Financial Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Power Buffer Etf - March etf held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Power Buffer Etf - March etf by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 1.8k 43.90
2025-06-30 $77k 1.8k 42.24

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

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

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

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