Wood Tarver Financial Group »

Innovator S&p 500 Pwr Buffer shares owned by Wood Tarver Financial Group

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Wood Tarver Financial Group from 13F filings

Historical chart of Wood Tarver Financial Group 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 Wood Tarver Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Wood Tarver Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $744k 19k 38.96
2025-06-30 $718k 19k 37.60
2025-03-31 $631k 18k 35.55
2024-12-31 $633k 18k 35.67

More positions owned by Wood Tarver Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)

View all positions for Wood Tarver Financial Group

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