Innovator S&p 500 Pwr Buffer shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth 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 Keystone Wealth 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 Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $920k | 23k | 39.69 |
| 2025-06-30 | $931k | 25k | 38.01 |
| 2025-03-31 | $781k | 22k | 35.82 |
| 2024-12-31 | $806k | 22k | 36.80 |
| 2024-09-30 | $984k | 27k | 36.04 |
| 2024-06-30 | $1.1M | 31k | 35.13 |
| 2024-03-31 | $1.1M | 31k | 34.16 |
| 2023-12-31 | $1.0M | 31k | 32.65 |
| 2023-09-30 | $947k | 31k | 30.46 |
| 2023-06-30 | $958k | 31k | 30.79 |
| 2023-03-31 | $909k | 31k | 29.23 |
| 2022-06-30 | $251k | 9.3k | 26.99 |
| 2022-03-31 | $273k | 9.3k | 29.35 |