Innovator S&p 500 Pwr Buffer shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $767k | 20k | 39.00 |
| 2025-06-30 | $880k | 23k | 37.60 |
| 2025-03-31 | $827k | 23k | 35.57 |
| 2024-12-31 | $903k | 25k | 35.69 |
| 2024-09-30 | $916k | 26k | 34.78 |
| 2024-03-31 | $908k | 28k | 32.66 |
| 2023-12-31 | $431k | 14k | 31.60 |
| 2023-06-30 | $441k | 15k | 30.07 |
| 2022-09-30 | $518k | 19k | 27.68 |
| 2022-06-30 | $450k | 16k | 28.08 |