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Innovator S&p 500 Pwr Buffer shares owned by Allie Family Office

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Allie Family Office from 13F filings

Historical chart of Allie Family Office 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 Allie Family Office 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 Allie Family Office

Quarter filed Position value Share count Share price at filing
2026-03-31 $296k 7.5k 39.74

More positions owned by Allie Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U.s. Real Es Etf (IYR)
Berkshire Hathaway Inc Del Cl A (BRK.A)
First Tr Exchange-traded Common Shs (FDD)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Allie Family Office

Top funds holding Innovator S&p 500 Pwr Buffer

Lantz Financial
Kfg Wealth Management
We Are One Seven
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Caliber Wealth Management, Llc / Ks
Kestra Advisory Services
Commonwealth Equity Services
Advisor Group Holdings
Central Valley Advisors
Cetera Investment Advisers
Berger Financial Group
Kellett Schaffner Wealth Advisors
Susquehanna International
Raymond James Financial
WealthPlan Investment Management

View all funds holding Innovator S&p 500 Pwr Buffer