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Innovator S&p 500 Pwr Buffer shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group 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 Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $336k 10k 32.66

More positions owned by Retirement Planning Group

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Costco Wholesale Corporation (COST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

Top funds holding Innovator S&p 500 Pwr Buffer

Advance Capital Management
Brookstone Capital Management
Central Valley Advisors
Kfg Wealth Management
Worth Financial Advisory Group
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
Donald L. Hagan
Archer Investment Corp
Berger Financial Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Spire Wealth Management
Atria Wealth Solutions
Envestnet Asset Management

View all funds holding Innovator S&p 500 Pwr Buffer