Innovator S&p 500 Pwr Buffer shares owned by Milestone Asset Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in Innovator S&p 500 Pwr Buffer
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All positions including Innovator S&p 500 Pwr Buffer held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 5.8k | 39.69 |
| 2025-06-30 | $221k | 5.8k | 38.01 |
| 2025-03-31 | $208k | 5.8k | 35.82 |
| 2024-12-31 | $219k | 5.9k | 36.80 |
| 2024-09-30 | $214k | 5.9k | 36.04 |
| 2024-06-30 | $209k | 5.9k | 35.13 |
| 2024-03-31 | $203k | 5.9k | 34.16 |
| 2023-09-30 | $402k | 13k | 30.42 |
| 2023-06-30 | $563k | 18k | 30.79 |
| 2023-03-31 | $526k | 18k | 29.23 |
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