Innovator S&p 500 Pwr Buffer shares owned by ValMark Advisers
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Innovator S&p 500 Pwr Buffer
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $416k | 11k | 36.80 |
| 2024-09-30 | $460k | 13k | 36.04 |
| 2024-06-30 | $448k | 13k | 35.13 |
| 2024-03-31 | $436k | 13k | 34.16 |
| 2023-12-31 | $298k | 9.1k | 32.65 |
| 2023-09-30 | $543k | 18k | 30.46 |
| 2023-06-30 | $520k | 17k | 30.79 |
| 2023-03-31 | $493k | 17k | 29.23 |
| 2022-12-31 | $359k | 13k | 28.40 |
| 2022-09-30 | $337k | 13k | 26.63 |
| 2022-06-30 | $341k | 13k | 26.94 |
| 2022-03-31 | $1.0M | 35k | 29.34 |
| 2021-12-31 | $886k | 30k | 29.22 |
| 2021-09-30 | $878k | 31k | 28.56 |
| 2021-06-30 | $873k | 31k | 28.39 |
| 2021-03-31 | $846k | 31k | 27.52 |