Innovator S&p 500 Pwr Buffer shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 127k | 39.69 |
| 2025-06-30 | $6.7M | 176k | 38.01 |
| 2025-03-31 | $6.9M | 192k | 35.82 |
| 2024-12-31 | $5.0M | 135k | 36.80 |
| 2024-09-30 | $5.1M | 141k | 36.04 |
| 2024-06-30 | $5.7M | 163k | 35.13 |
| 2024-03-31 | $6.6M | 193k | 34.16 |
| 2023-12-31 | $3.5M | 106k | 32.65 |
| 2023-09-30 | $3.4M | 110k | 30.46 |
| 2023-06-30 | $3.0M | 96k | 30.79 |
| 2023-03-31 | $3.3M | 112k | 29.23 |
| 2022-12-31 | $2.2M | 78k | 28.40 |
| 2022-09-30 | $2.2M | 82k | 26.58 |
| 2022-06-30 | $2.3M | 86k | 27.00 |
| 2022-03-31 | $2.9M | 100k | 29.34 |
| 2021-12-31 | $1.3M | 45k | 29.23 |
| 2021-09-30 | $1.5M | 52k | 28.57 |
| 2021-06-30 | $2.2M | 79k | 28.38 |
| 2021-03-31 | $2.2M | 79k | 27.52 |
| 2020-12-31 | $714k | 27k | 26.24 |
| 2020-09-30 | $364k | 14k | 25.27 |