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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf (UMAY) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $452k 15k 29.76
2023-09-30 $420k 15k 27.67

More positions owned by Foundations Investment Advisors

Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Short Treas Bd (SHV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Two Rds Shared Tr Regents Pk Hdgd (RPHS)
Apple (AAPL)

View all positions for Foundations Investment Advisors

Top funds holding Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf

Commonwealth Equity Services
Castle Rock Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Advisor Group Holdings
Envestnet Asset Management
Branch Banking & Trust Company
Brookstone Capital Management
LPL Financial
Citadel Advisors
Susquehanna International
Strategic Blueprint
Harbour Investments
We Are One Seven

View all funds holding Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf