Innovator S&p 500 Pwr Buffer shares owned by Milestone Asset Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 7.0k | 39.01 |
| 2025-06-30 | $271k | 7.2k | 37.61 |
| 2025-03-31 | $257k | 7.2k | 35.55 |
| 2024-12-31 | $271k | 7.6k | 35.69 |
| 2024-09-30 | $265k | 7.6k | 34.88 |
| 2024-06-30 | $261k | 7.7k | 33.67 |
| 2024-03-31 | $270k | 8.3k | 32.66 |
| 2023-12-31 | $261k | 8.3k | 31.60 |
| 2023-09-30 | $445k | 15k | 29.85 |
| 2023-06-30 | $635k | 21k | 30.06 |
| 2023-03-31 | $606k | 21k | 28.72 |
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