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Innovator S&p 500 Pwr Buffer shares owned by Sonoma Allocations

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

Historical chart of Sonoma Allocations 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 Sonoma Allocations 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 Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2026-06-30 $339k 8.0k 42.25

More positions owned by Sonoma Allocations

Ishares Msci Aust Etf (EWA)
Invesco SHS (IVZ)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Wisdomtree Tr Europ Oppor Fd (OPPE)
Goldman Sachs Physical Gold Unit (AAAU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Advanced Micro Devices (AMD)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Altshares Trust Event-driven Etf (EVNT)
Innovator Etfs Trust Growth 100 Power (NSEP)
Vanguard Index Fds Value Etf (VTV)
Etf Ser Solutions Defia Quant Etf (QTUM)

View all positions for Sonoma Allocations

Top funds holding Innovator S&p 500 Pwr Buffer

Lantz Financial
Kfg Wealth Management
We Are One Seven
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Caliber Wealth Management, Llc / Ks
Kestra Advisory Services
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Central Valley Advisors
Cetera Investment Advisers
Berger Financial Group
Kellett Schaffner Wealth Advisors
WealthPlan Investment Management
Envestnet Asset Management

View all funds holding Innovator S&p 500 Pwr Buffer