Innovator S&p 500 Pwr Buffer shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth 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 BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by BCS Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $374k | 11k | 34.89 |
2024-06-30 | $361k | 11k | 33.68 |
2024-03-31 | $350k | 11k | 32.66 |
2023-12-31 | $339k | 11k | 31.63 |
2023-09-30 | $320k | 11k | 29.86 |
2023-06-30 | $322k | 11k | 30.04 |
2023-03-31 | $308k | 11k | 28.74 |
2022-12-31 | $302k | 11k | 28.18 |
2022-09-30 | $297k | 11k | 27.71 |
2022-06-30 | $301k | 11k | 28.08 |
2022-03-31 | $324k | 11k | 30.23 |
2021-12-31 | $319k | 11k | 29.76 |
2021-09-30 | $312k | 11k | 29.11 |
2021-06-30 | $312k | 11k | 29.11 |
2021-03-31 | $305k | 11k | 28.46 |