Innovator S&p 500 Pwr Buffer shares owned by Wealth Alliance
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance 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 Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 50k | 39.69 |
| 2025-06-30 | $1.9M | 50k | 38.01 |
| 2025-03-31 | $1.8M | 50k | 35.82 |
| 2024-12-31 | $1.3M | 34k | 36.80 |
| 2024-09-30 | $1.2M | 34k | 36.04 |
| 2024-06-30 | $1.2M | 34k | 35.13 |
| 2024-03-31 | $1.2M | 34k | 34.16 |
| 2023-12-31 | $1.1M | 34k | 32.65 |
| 2023-09-30 | $1.0M | 34k | 30.46 |
| 2023-06-30 | $1.1M | 34k | 30.79 |
| 2023-03-31 | $1.0M | 34k | 29.23 |
| 2022-12-31 | $339k | 12k | 28.40 |
| 2022-09-30 | $317k | 12k | 26.55 |
| 2022-06-30 | $322k | 12k | 26.97 |
| 2022-03-31 | $350k | 12k | 29.32 |