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Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management 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 HB 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 Pwr Buffer May s&p 500 pwr buf by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 37k 41.30
2024-06-30 $518k 15k 34.11

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust ST STR P500GRW (SPYG)
Gmo Etf Trust Us Quality Etf (QLTY)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

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

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
Brookstone Capital Management
Raymond James Financial
Colony
Wealth Enhancement Advisory Services
Commonwealth Equity Services
LPL Financial
Cetera Investment Advisers
Beacon Pointe Advisors
Southland Equity Partners
HighTower Advisors
Heck Capital Advisors
Branch Banking & Trust Company

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