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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

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by Occidental Asset Management 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 6.2k 32.66

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

Top funds holding Innovator S&p 500 Pwr Buffer

Advance Capital Management
Brookstone Capital Management
Central Valley Advisors
Kfg Wealth Management
Worth Financial Advisory Group
Commonwealth Equity Services
Advisor Group Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Donald L. Hagan
Berger Financial Group
Archer Investment Corp
Branch Banking & Trust Company
Spire Wealth Management
Sigma Planning
Cambridge Investment Research Advisors

View all funds holding Innovator S&p 500 Pwr Buffer