Innovator S&p 500 Pwr Buffer shares owned by Cypress Financial Planning
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Cypress Financial Planning
from 13F filings
Historical chart of Cypress Financial Planning investment in Innovator S&p 500 Pwr Buffer
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All positions including Innovator S&p 500 Pwr Buffer held by Cypress Financial Planning 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 Cypress Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $298k | 8.3k | 36.04 |
| 2024-06-30 | $373k | 11k | 35.13 |
| 2024-03-31 | $368k | 11k | 34.16 |
| 2023-12-31 | $252k | 7.7k | 32.56 |
| 2023-09-30 | $327k | 11k | 30.46 |
| 2023-06-30 | $334k | 11k | 30.83 |
| 2023-03-31 | $318k | 11k | 29.34 |
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