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Innovator S&p 500 Pwr Buffer shares owned by RFG Advisory

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

Historical chart of RFG Advisory 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 RFG Advisory 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 RFG Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $317k 9.1k 34.88
2024-06-30 $306k 9.1k 33.67
2024-03-31 $364k 11k 32.66

More positions owned by RFG Advisory

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)

View all positions for RFG Advisory

Top funds holding Innovator S&p 500 Pwr Buffer

Advance Capital Management
We Are One Seven
Brookstone Capital Management
Hartland & Co
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Commonwealth Equity Services
Encompass More Asset Management
Advisor Group Holdings
BCJ Capital Management
Donald L. Hagan
Branch Banking & Trust Company
Worth Financial Advisory Group
Berger Financial Group
Spire Wealth Management

View all funds holding Innovator S&p 500 Pwr Buffer