Innovator S&p 500 Pwr Buffer shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $423k | 11k | 39.69 |
| 2025-06-30 | $414k | 11k | 38.01 |
| 2025-03-31 | $480k | 13k | 35.82 |
| 2024-12-31 | $443k | 12k | 36.80 |
| 2024-09-30 | $479k | 13k | 36.04 |
| 2024-06-30 | $495k | 14k | 35.13 |
| 2024-03-31 | $523k | 15k | 34.16 |
| 2023-12-31 | $238k | 7.3k | 32.65 |
| 2023-09-30 | $224k | 7.3k | 30.46 |
| 2023-06-30 | $93k | 3.0k | 30.79 |
| 2023-03-31 | $224k | 7.7k | 29.23 |
| 2022-12-31 | $280k | 9.6k | 29.15 |
| 2022-09-30 | $309k | 11k | 28.25 |
| 2022-03-31 | $3.4M | 129k | 25.97 |
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