Innovator S&p 500 Pwr Buffer shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 5.2k | 39.69 |
| 2025-03-31 | $312k | 8.7k | 35.82 |
| 2024-06-30 | $423k | 12k | 35.13 |
| 2024-03-31 | $412k | 12k | 34.16 |
| 2023-12-31 | $394k | 12k | 32.65 |
| 2023-09-30 | $367k | 12k | 30.46 |
| 2023-06-30 | $375k | 12k | 31.10 |
| 2023-03-31 | $352k | 12k | 29.23 |
| 2022-12-31 | $342k | 12k | 28.40 |
| 2022-09-30 | $323k | 12k | 26.80 |
| 2022-06-30 | $325k | 12k | 26.96 |
| 2022-03-31 | $377k | 13k | 29.31 |