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Innovator S&p 500 Pwr Buffer shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks 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 Caliber Wealth Management, Llc / Ks 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 Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.5M 139k 39.74

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Silver Tr Ishares (SLV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Caliber Wealth Management, Llc / Ks

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
Commonwealth Equity Services
Advisor Group Holdings
Kestra Advisory Services
Central Valley Advisors
Cetera Investment Advisers
Branch Banking & Trust Company
Susquehanna International
WealthPlan Investment Management
Raymond James Financial
Spire Wealth Management

View all funds holding Innovator S&p 500 Pwr Buffer