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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

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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 (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amazon (AMZN)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Hartland & Co

Top funds holding Innovator S&p 500 Pwr Buffer

We Are One Seven
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Hartland & Co
Brookstone Capital Management
Kfg Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Worth Financial Advisory Group
Branch Banking & Trust Company
Impact Partnership Wealth
Advance Capital Management
Berger Financial Group
MBL Wealth
Spire Wealth Management
Fiduciary Financial Group

View all funds holding Innovator S&p 500 Pwr Buffer