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

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

Historical chart of Hrt Financial investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by Hrt 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 7.0k 38.89
2024-06-30 $285k 8.5k 33.58
2020-06-30 $325k 12k 26.38

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Apple Put
Ishares Tr Russell 2000 Etf (IWM)
Nvidia Corporation Put
Microsoft Corporation (MSFT)
Microsoft Corp Put
Johnson & Johnson (JNJ)
Amphenol Corp Cl A (APH)
Applovin Corp Call
Grab Holdings Class A Ord (GRAB)
Apple Call
Tesla Motors (TSLA)

View all positions for Hrt 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