Innovator S&p 500 Pwr Buffer shares owned by Valtinson Bruner Financial Planning
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Valtinson Bruner Financial Planning
from 13F filings
Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Valtinson Bruner Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 14k | 39.69 |
| 2025-06-30 | $541k | 14k | 38.01 |
| 2025-03-31 | $542k | 15k | 35.82 |
| 2024-12-31 | $573k | 16k | 36.80 |
| 2024-09-30 | $547k | 15k | 36.04 |
| 2024-06-30 | $534k | 15k | 35.13 |
| 2024-03-31 | $544k | 16k | 34.16 |
| 2023-12-31 | $520k | 16k | 32.65 |
| 2023-09-30 | $485k | 16k | 30.46 |
| 2023-06-30 | $490k | 16k | 30.79 |
| 2023-03-31 | $450k | 15k | 29.23 |
| 2020-09-30 | $2.6M | 102k | 25.08 |
| 2020-06-30 | $2.6M | 103k | 25.07 |
| 2020-03-31 | $2.3M | 101k | 22.88 |
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