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Innovator S&p 500 Pwr Buffer shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by Worth Financial Advisory Group 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 Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 47k 34.88
2024-06-30 $2.7M 81k 33.67
2024-03-31 $2.7M 81k 32.66

More positions owned by Worth Financial Advisory Group

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
JPMorgan Chase & Co. (JPM)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Worth Financial Advisory Group

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