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Innovator S&p 500 Pwr Buffer shares owned by NorthRock Partners

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

Historical chart of NorthRock Partners investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by NorthRock Partners 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 NorthRock Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $40k 1.1k 37.61
2025-03-31 $28k 777 35.55
2024-03-31 $25k 777 32.66

More positions owned by NorthRock Partners

J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple Put Option (AAPL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)

View all positions for NorthRock Partners

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