Innovator S&p 500 Pwr Buffer shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 6.8k | 39.69 |
| 2025-06-30 | $316k | 8.3k | 38.01 |
| 2025-03-31 | $298k | 8.3k | 35.82 |
| 2024-12-31 | $585k | 16k | 36.80 |
| 2024-09-30 | $573k | 16k | 36.04 |
| 2024-06-30 | $559k | 16k | 35.13 |
| 2024-03-31 | $543k | 16k | 34.16 |