Innovator S&p 500 Pwr Buffer shares owned by AE Wealth Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Innovator S&p 500 Pwr Buffer
Tip: Access up to 7 years of quarterly data
All positions including Innovator S&p 500 Pwr Buffer held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 90k | 39.69 |
| 2025-06-30 | $4.4M | 115k | 38.01 |
| 2025-03-31 | $16M | 457k | 35.82 |
| 2024-12-31 | $3.4M | 93k | 36.80 |
| 2024-09-30 | $3.9M | 108k | 36.04 |
| 2024-06-30 | $4.1M | 116k | 35.13 |
| 2024-03-31 | $4.5M | 132k | 34.16 |
| 2023-12-31 | $1.3M | 41k | 32.98 |
| 2023-09-30 | $2.2M | 71k | 30.46 |
| 2023-06-30 | $3.6M | 117k | 30.79 |
| 2023-03-31 | $3.7M | 125k | 29.23 |
| 2022-12-31 | $5.6M | 197k | 28.40 |
| 2022-09-30 | $5.2M | 194k | 26.59 |
| 2022-06-30 | $5.1M | 190k | 26.98 |
| 2022-03-31 | $5.7M | 195k | 29.34 |
| 2021-12-31 | $448k | 15k | 29.23 |
| 2021-09-30 | $438k | 15k | 28.58 |
| 2021-06-30 | $622k | 22k | 28.39 |
| 2021-03-31 | $553k | 20k | 27.50 |
| 2020-12-31 | $230k | 8.8k | 26.23 |