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Innovator S&p 500 Pwr Buffer shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $930k 27k 34.88
2024-06-30 $1.1M 33k 33.67
2024-03-31 $920k 28k 32.66

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

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