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Innovator S&p 500 Pwr Buffer shares owned by Gries Financial

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

Historical chart of Gries Financial 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 Gries Financial 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 Gries Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $644k 17k 39.01
2025-06-30 $621k 17k 37.61

More positions owned by Gries Financial

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
RBB Us Treas 3 Mnth (TBIL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Gries Financial

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