Innovator S&p 500 Pwr Buffer shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI 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 MAI 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 MAI Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.0M | 56k | 36.04 |
2024-06-30 | $2.6M | 73k | 35.13 |
2024-03-31 | $4.1M | 119k | 34.16 |
2023-12-31 | $742k | 23k | 32.65 |
2023-09-30 | $1.3M | 44k | 30.46 |
2023-06-30 | $3.9M | 125k | 30.79 |
2023-03-31 | $6.8M | 234k | 29.23 |
2022-12-31 | $617k | 22k | 28.40 |
2022-09-30 | $897k | 34k | 26.58 |
2022-06-30 | $1.6M | 59k | 26.98 |
2022-03-31 | $1.7M | 57k | 29.34 |