Innovator S&p 500 Pwr Buffer shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 36k | 39.69 |
| 2025-06-30 | $1.4M | 36k | 38.01 |
| 2025-03-31 | $1.3M | 35k | 35.82 |
| 2024-12-31 | $1.2M | 32k | 36.80 |
| 2024-09-30 | $1.2M | 32k | 36.04 |
| 2024-06-30 | $1.1M | 32k | 35.13 |
| 2024-03-31 | $1.1M | 33k | 34.16 |
| 2023-12-31 | $954k | 29k | 32.65 |
| 2023-09-30 | $890k | 29k | 30.46 |
| 2023-06-30 | $897k | 29k | 30.79 |
| 2023-03-31 | $849k | 29k | 29.23 |
| 2022-12-31 | $602k | 21k | 28.40 |
| 2022-09-30 | $563k | 21k | 26.57 |
| 2022-06-30 | $572k | 21k | 27.00 |
| 2022-03-31 | $628k | 21k | 29.36 |
| 2021-12-31 | $370k | 13k | 29.26 |
| 2021-09-30 | $361k | 13k | 28.55 |
| 2021-06-30 | $359k | 13k | 28.39 |
| 2021-03-31 | $348k | 13k | 27.52 |
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