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
Tip: Access up to 7 years of quarterly data
All positions including Innovator S&p 500 Pwr Buffer held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Kingswood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |