Innovator S&p 500 Pwr Buffer shares owned by LPL Financial
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $610k | 16k | 39.01 |
| 2025-06-30 | $584k | 16k | 37.61 |
| 2025-03-31 | $371k | 10k | 35.55 |
| 2024-12-31 | $297k | 8.3k | 35.69 |
| 2024-09-30 | $291k | 8.3k | 34.88 |
| 2024-06-30 | $281k | 8.3k | 33.67 |
| 2024-03-31 | $217k | 6.6k | 32.66 |