MAI Wealth Advisors »

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

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $76k 1.9k 39.74

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Call Call Option (Principal) (GOOGL)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI 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