Innovator S&p 500 Pwr Buffer shares owned by Kfg Wealth Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Kfg Wealth Management
from 13F filings
Historical chart of Kfg 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 Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Kfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 147k | 39.01 |
| 2025-06-30 | $5.6M | 149k | 37.61 |
| 2025-03-31 | $4.7M | 131k | 35.55 |
| 2024-12-31 | $2.5M | 71k | 35.69 |
| 2024-09-30 | $2.8M | 81k | 34.88 |
| 2024-06-30 | $3.0M | 89k | 33.67 |
| 2024-03-31 | $3.0M | 91k | 32.66 |
| 2023-12-31 | $928k | 29k | 31.60 |
| 2023-09-30 | $1.2M | 40k | 29.83 |
| 2023-06-30 | $1.3M | 42k | 30.06 |
| 2023-03-31 | $1.2M | 42k | 28.84 |
| 2022-12-31 | $894k | 32k | 28.16 |