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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All positions including Innovator S&p 500 Pwr Buffer held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Milestone Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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