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Innovator S&p 500 Pwr Buffer shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 293k 39.01
2025-06-30 $8.8M 234k 37.61

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Innovator S&p 500 Pwr Buffer

Brookstone Capital Management
Talon Private Wealth
WealthPlan Investment Management
We Are One Seven
Lantz Financial
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Kestra Advisory Services
Feltz Wealth PLAN
Central Valley Advisors
Cetera Investment Advisers
Spire Wealth Management
Susquehanna International

View all funds holding Innovator S&p 500 Pwr Buffer