Innovator S&p 500 Pwr Buffer shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors 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 Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 45k | 39.69 |
| 2025-06-30 | $1.7M | 45k | 38.01 |
| 2025-03-31 | $1.8M | 52k | 35.82 |
| 2024-12-31 | $1.9M | 52k | 36.80 |
| 2024-09-30 | $1.9M | 53k | 36.04 |
| 2024-06-30 | $1.9M | 53k | 35.13 |
| 2024-03-31 | $1.8M | 54k | 34.16 |
| 2023-12-31 | $1.5M | 47k | 32.65 |
| 2023-09-30 | $1.5M | 48k | 30.46 |
| 2023-06-30 | $1.5M | 48k | 30.79 |
| 2023-03-31 | $1.4M | 48k | 29.22 |
| 2022-12-31 | $297k | 11k | 28.36 |
| 2022-09-30 | $298k | 11k | 26.59 |
| 2022-06-30 | $302k | 11k | 26.95 |
| 2022-03-31 | $329k | 11k | 29.36 |
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