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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
2024-03-31 $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

Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
RBB Us Treas 20yr Bd (UTWY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
RBB Us Treas 30yr Bd (UTHY)
RBB Us Treasr 10 Yr (UTEN)
RBB Us Treas 3 Mnth (TBIL)
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)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)

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
Commonwealth Equity Services
Raymond James Financial Services Advisors
Gill Capital Partners
Brookstone Capital Management
Lincoln National
Strategic Wealth Partners
Southland Equity Partners
Raymond James & Associates
Kfg Wealth Management
Delta Investment Management
Wealth Enhancement Advisory Services
HighTower Advisors

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