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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
2025-09-30 $314k 8.1k 38.90
2025-06-30 $305k 8.1k 37.79
2025-03-31 $314k 8.8k 35.80
2024-12-31 $315k 8.8k 35.91
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

Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Apple (AAPL)

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
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