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Innovator S&p 500 Pwr Buffer shares owned by Hartland & Co

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

Historical chart of Hartland & Co 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 Hartland & Co 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 Hartland & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 98k 35.69
2024-09-30 $3.4M 98k 34.88
2024-06-30 $3.2M 97k 33.67

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs Put Option (Principal) (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Hartland & Co

Top funds holding Innovator S&p 500 Pwr Buffer

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
Susquehanna International
Branch Banking & Trust Company
Raymond James Financial
Spire Wealth Management

View all funds holding Innovator S&p 500 Pwr Buffer