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

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

Historical chart of Schulz Wealth 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 Schulz Wealth 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 Schulz Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 32k 35.24
2024-06-30 $1.1M 34k 34.11
2024-03-31 $1.1M 34k 32.47
2023-12-31 $1.1M 35k 31.47

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)

View all positions for Schulz Wealth

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

Alliancebernstein
Penserra Capital Management
Hanson McClain Advisors
Advisor Group Holdings
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Raymond James Financial Services Advisors
Brookstone Capital Management
Kovitz Investment Group Partners
AE Wealth Management
Southland Equity Partners
Kfg Wealth Management
Beacon Pointe Advisors
HighTower Advisors

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