Milestone Asset Management »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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