IMG Wealth Management »

Innovator S&p 500 Pwr Buffer shares owned by IMG Wealth Management

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

Historical chart of IMG Wealth Management 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 IMG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by IMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $723k 19k 39.01
2025-06-30 $697k 19k 37.61
2025-03-31 $646k 18k 35.55
2024-12-31 $515k 14k 35.69

More positions owned by IMG Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Dj Glbl Divid (FGD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Innovator Etfs Trust Us Eqty Ultra B (UOCT)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for IMG Wealth Management

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