C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Innovator S&p 500 Pwr Buffer shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 97k 34.88
2024-06-30 $3.0M 90k 33.67
2024-03-31 $1.3M 41k 32.66
2023-12-31 $1.5M 48k 31.60
2023-09-30 $1.6M 52k 29.83
2023-06-30 $2.9M 97k 30.06
2023-03-31 $3.2M 110k 28.72
2022-12-31 $1.6M 56k 28.16

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

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