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Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $309k 8.8k 35.24
2024-06-30 $299k 8.8k 34.11
2024-03-31 $268k 8.3k 32.47
2023-12-31 $260k 8.3k 31.47
2023-09-30 $244k 8.3k 29.52
2023-06-30 $247k 8.3k 29.85
2023-03-31 $238k 8.3k 28.82
2022-12-31 $214k 7.6k 28.34
2020-12-31 $639k 23k 28.46
2020-09-30 $614k 23k 27.28
2020-06-30 $616k 23k 27.37

More positions owned by Valtinson Bruner Financial Planning

Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Valtinson Bruner Financial Planning

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