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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Harbour Investments

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

Historical chart of Harbour Investments 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 Harbour Investments 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 Harbour Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $461k 16k 29.41
2023-09-30 $434k 16k 27.67
2023-06-30 $438k 16k 27.95
2023-03-31 $420k 16k 26.80
2022-12-31 $410k 16k 26.14
2022-09-30 $407k 16k 25.97
2022-06-30 $407k 16k 25.97
2021-12-31 $451k 16k 28.78
2021-09-30 $439k 16k 28.02
2021-06-30 $438k 16k 27.95

More positions owned by Harbour Investments

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Procter & Gamble Company (PG)

View all positions for Harbour Investments

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