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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

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Quarterly 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