Innovator S&p 500 Pwr Buffer shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Innovator S&p 500 Pwr Buffer
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All positions including Innovator S&p 500 Pwr Buffer held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43k | 1.1k | 39.69 |
| 2025-06-30 | $41k | 1.1k | 38.01 |
| 2025-03-31 | $44k | 1.2k | 35.82 |
| 2024-12-31 | $12k | 335 | 36.80 |
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