Innovator S&p 500 Pwr Buffer shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.3M | 33k | 38.01 |
| 2025-03-31 | $1.2M | 35k | 35.82 |
| 2024-12-31 | $1.2M | 32k | 36.80 |
| 2024-09-30 | $1.3M | 36k | 36.04 |
| 2024-06-30 | $1.3M | 37k | 35.13 |
| 2024-03-31 | $1.4M | 40k | 34.16 |
| 2023-12-31 | $1.2M | 37k | 32.65 |
| 2023-09-30 | $1.6M | 53k | 30.46 |
| 2023-06-30 | $1.2M | 41k | 30.79 |
| 2023-03-31 | $1.1M | 37k | 29.23 |
| 2022-12-31 | $729k | 26k | 28.40 |
| 2022-09-30 | $600k | 23k | 26.58 |
| 2022-06-30 | $561k | 21k | 27.00 |
| 2022-03-31 | $598k | 20k | 29.37 |
More positions owned by H D Vest Advisory Services
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