Innovator S&p 500 Pwr Buffer shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services 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 Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 78k | 39.01 |
| 2025-06-30 | $3.0M | 80k | 37.61 |
| 2025-03-31 | $2.8M | 80k | 35.55 |
| 2024-12-31 | $582k | 16k | 35.69 |
| 2024-09-30 | $518k | 15k | 34.88 |
| 2024-06-30 | $551k | 16k | 33.67 |
| 2024-03-31 | $535k | 16k | 32.66 |