Innovator S&p 500 Pwr Buffer shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $646k | 17k | 38.16 |
| 2025-03-31 | $602k | 17k | 35.55 |
| 2024-12-31 | $604k | 17k | 35.69 |
| 2024-06-30 | $570k | 17k | 33.67 |
| 2023-06-30 | $449k | 15k | 30.06 |
| 2023-03-31 | $429k | 15k | 28.72 |
| 2022-12-31 | $421k | 15k | 28.16 |