Innovator S&p 500 Pwr Buffer shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $226k | 6.1k | 36.80 |
| 2024-09-30 | $267k | 7.4k | 36.04 |
| 2024-06-30 | $332k | 9.5k | 35.13 |
| 2024-03-31 | $324k | 9.5k | 34.16 |
| 2023-09-30 | $263k | 8.6k | 30.46 |
| 2023-06-30 | $266k | 8.6k | 30.79 |
| 2023-03-31 | $292k | 10k | 29.23 |