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Innovator S&p 500 Pwr Buffer shares owned by Feltz Wealth PLAN

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Feltz Wealth PLAN from 13F filings

Historical chart of Feltz Wealth PLAN investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 71k 39.01
2025-06-30 $2.4M 64k 37.61

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Costco Wholesale Corporation (COST)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for Feltz Wealth PLAN

Top funds holding Innovator S&p 500 Pwr Buffer

Brookstone Capital Management
Talon Private Wealth
WealthPlan Investment Management
We Are One Seven
Lantz Financial
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Kestra Advisory Services
Feltz Wealth PLAN
Central Valley Advisors
Cetera Investment Advisers
Spire Wealth Management
Susquehanna International

View all funds holding Innovator S&p 500 Pwr Buffer