Innovator S&p 500 Pwr Buffer shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental 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 Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 6.2k | 39.01 |
| 2025-06-30 | $234k | 6.2k | 37.61 |
| 2024-12-31 | $222k | 6.2k | 35.69 |
| 2024-09-30 | $217k | 6.2k | 34.88 |
| 2024-06-30 | $209k | 6.2k | 33.67 |
| 2024-03-31 | $203k | 6.2k | 32.66 |
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