Advance Capital Management »

Innovator S&p 500 Pwr Buffer shares owned by Advance Capital Management

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Advance Capital Management from 13F filings

Historical chart of Advance Capital Management 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 Advance Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Advance Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 487k 34.88
2024-06-30 $19M 552k 33.67
2024-03-31 $37M 1.1M 32.66

More positions owned by Advance Capital Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Core Balanced SHS (CGBL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Advance Capital Management

Top funds holding Innovator S&p 500 Pwr Buffer

Advance Capital Management
We Are One Seven
Brookstone Capital Management
Hartland & Co
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Commonwealth Equity Services
Encompass More Asset Management
Advisor Group Holdings
BCJ Capital Management
Donald L. Hagan
Branch Banking & Trust Company
Worth Financial Advisory Group
Berger Financial Group
Spire Wealth Management

View all funds holding Innovator S&p 500 Pwr Buffer