Innovator S&p 500 Pwr Buffer shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $436k | 12k | 36.80 |
| 2024-09-30 | $427k | 12k | 36.04 |
| 2024-06-30 | $454k | 13k | 35.13 |
| 2024-03-31 | $442k | 13k | 34.16 |
| 2023-12-31 | $215k | 6.6k | 32.65 |
| 2023-09-30 | $201k | 6.6k | 30.46 |
| 2023-06-30 | $203k | 6.6k | 30.79 |
| 2023-03-31 | $193k | 6.6k | 29.23 |
| 2022-06-30 | $20k | 750 | 26.67 |
| 2022-03-31 | $22k | 750 | 29.33 |
| 2021-12-31 | $22k | 750 | 29.33 |
| 2021-09-30 | $21k | 750 | 28.00 |
| 2021-06-30 | $21k | 750 | 28.00 |
| 2021-03-31 | $21k | 14k | 1.50 |
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