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Innovator S&p 500 Pwr Buffer shares owned by CGC Financial Services

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by CGC Financial Services from 13F filings

Historical chart of CGC Financial Services 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 CGC Financial Services 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 CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $718 22 32.68
2023-12-31 $2.4k 76 31.61
2023-09-30 $3.5k 116 29.83
2023-06-30 $840k 28k 30.06

More positions owned by CGC Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Moment (IMTM)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Bd Index Fds Intermed Term (BIV)
Nike CL B (NKE)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Value Etf (VTV)

View all positions for CGC Financial Services

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