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Innovator S&p 500 Pwr Buffer shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 48k 39.74

More positions owned by Kellett Schaffner Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Microsoft Corporation (MSFT)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Innovator S&p 500 Pwr Buffer

Lantz Financial
Kfg Wealth Management
We Are One Seven
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Caliber Wealth Management, Llc / Ks
Kestra Advisory Services
Commonwealth Equity Services
Advisor Group Holdings
Central Valley Advisors
Cetera Investment Advisers
Berger Financial Group
Kellett Schaffner Wealth Advisors
Susquehanna International
Raymond James Financial
WealthPlan Investment Management

View all funds holding Innovator S&p 500 Pwr Buffer