Innovator S&p 500 Pwr Buffer shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 123k | 34.16 |
| 2023-12-31 | $3.3M | 101k | 32.65 |
| 2023-09-30 | $3.5M | 114k | 30.46 |
| 2023-06-30 | $3.5M | 115k | 30.79 |
| 2023-03-31 | $3.4M | 115k | 29.23 |
| 2022-12-31 | $1.8M | 65k | 28.40 |
| 2022-09-30 | $1.8M | 69k | 26.60 |
| 2022-06-30 | $2.0M | 73k | 26.99 |