Innovator S&p 500 Pwr Buffer shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial Advisors investment in Innovator S&p 500 Pwr Buffer
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All positions including Innovator S&p 500 Pwr Buffer held by DHJJ Financial 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 DHJJ Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22k | 570 | 39.01 |
| 2025-06-30 | $21k | 570 | 37.61 |
| 2025-03-31 | $20k | 570 | 35.55 |
| 2024-12-31 | $44k | 1.2k | 35.69 |
| 2024-09-30 | $43k | 1.2k | 34.88 |
| 2024-06-30 | $41k | 1.2k | 33.67 |
| 2024-03-31 | $40k | 1.2k | 32.66 |
| 2023-12-31 | $39k | 1.2k | 31.60 |
| 2023-09-30 | $38k | 1.3k | 29.83 |