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Innovator S&p 500 Pwr Buffer shares owned by Meridian Wealth Management

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

Historical chart of Meridian 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 Meridian 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 Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $544k 14k 39.01
2025-06-30 $625k 17k 37.61
2025-03-31 $279k 7.8k 35.55

More positions owned by Meridian Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Robinhood Mkts Com Cl A (HOOD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Meridian Wealth Management

Top funds holding Innovator S&p 500 Pwr Buffer

Brookstone Capital Management
WealthPlan Investment Management
We Are One Seven
Lantz Financial
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Kestra Advisory Services
Feltz Wealth PLAN
Central Valley Advisors
Cetera Investment Advisers
Spire Wealth Management
Susquehanna International
Branch Banking & Trust Company

View all funds holding Innovator S&p 500 Pwr Buffer