Cypress Financial Planning »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $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