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Innovator S&p 500 Pwr Buffer shares owned by Central Valley Advisors

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Central Valley Advisors from 13F filings

Historical chart of Central Valley 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 Central Valley Advisors 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 Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.2M 250k 32.66

More positions owned by Central Valley Advisors

Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Home Depot (HD)
Broadcom (AVGO)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)

View all positions for Central Valley Advisors

Top funds holding Innovator S&p 500 Pwr Buffer

Advance Capital Management
Brookstone Capital Management
Central Valley Advisors
Kfg Wealth Management
Worth Financial Advisory Group
Commonwealth Equity Services
Advisor Group Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Donald L. Hagan
Berger Financial Group
Archer Investment Corp
Branch Banking & Trust Company
Spire Wealth Management
Sigma Planning
Cambridge Investment Research Advisors

View all funds holding Innovator S&p 500 Pwr Buffer