Innovator S&p 500 Pwr Buffer shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $966k | 25k | 38.01 |
| 2025-03-31 | $928k | 26k | 35.82 |
| 2024-12-31 | $883k | 24k | 36.80 |
| 2024-09-30 | $937k | 26k | 36.04 |
| 2024-06-30 | $920k | 26k | 35.13 |
| 2024-03-31 | $885k | 26k | 34.16 |
| 2023-12-31 | $937k | 29k | 32.65 |
| 2023-09-30 | $969k | 32k | 30.46 |
| 2023-06-30 | $985k | 32k | 30.79 |
| 2023-03-31 | $953k | 33k | 29.23 |