Innovator S&p 500 Pwr Buffer shares owned by AE Wealth Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Innovator S&p 500 Pwr Buffer
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All positions including Innovator S&p 500 Pwr Buffer held by AE Wealth Management 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $266k | 7.6k | 34.88 |
| 2024-06-30 | $257k | 7.6k | 33.67 |
| 2024-03-31 | $250k | 7.6k | 32.67 |
| 2023-03-31 | $5.8M | 203k | 28.72 |
| 2022-12-31 | $5.5M | 196k | 28.16 |
| 2022-09-30 | $5.6M | 201k | 27.69 |