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Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf (PMAY) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf held by EP 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 Pwr Buffer May s&p 500 pwr buf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.0M 54k 37.79
2025-03-31 $2.0M 55k 35.80
2024-12-31 $2.1M 58k 35.91
2024-09-30 $2.3M 65k 35.24

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
SRS Capital Advisors
Commonwealth Equity Services
Raymond James Financial
Kovitz Investment Group Partners
LPL Financial
Cetera Investment Advisers
Southland Equity Partners
Heck Capital Advisors
Wealth Enhancement Advisory Services
Brookstone Capital Management
Jane Street
Kfg Wealth Management

View all funds holding Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf