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Innovator Etfs Tr s&p 500 buffer shares owned by UMA Financial Services

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BFEB) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Innovator Etfs Tr s&p 500 buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $41k 862 47.70

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Innovator Etfs Tr s&p 500 buffer

Brookstone Capital Management
Penserra Capital Management
Advisor Group Holdings
Berkshire Money Management
HPM Partners
Envestnet Asset Management
Commonwealth Equity Services
HighTower Advisors
Gts Financial
My Personal CFO
McAlister, Sweet & Associates
Bellwether Advisors
Cetera Investment Advisers
TopTier Wealth Management
Valtinson Bruner Financial Planning

View all funds holding Innovator Etfs Tr s&p 500 buffer