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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf (UMAY) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf

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All positions including Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 41k 33.00
2024-03-31 $1.2M 40k 30.26
2023-12-31 $1.9M 64k 29.41
2023-09-30 $2.7M 97k 27.67
2023-06-30 $2.0M 70k 27.95
2023-03-31 $27M 1.0M 26.80
2022-12-31 $25M 957k 26.00
2022-09-30 $36M 1.4M 25.62
2022-06-30 $37M 1.4M 26.02
2022-03-31 $612k 21k 28.77
2021-12-31 $644k 22k 28.84
2021-09-30 $623k 22k 27.86
2021-06-30 $550k 20k 27.86
2021-03-31 $202k 7.3k 27.64
2020-12-31 $172k 6.3k 27.27
2020-09-30 $168k 6.3k 26.73
2020-06-30 $165k 6.3k 26.18

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Castle Rock Wealth Management
Kestra Advisory Services
Kfg Wealth Management
Cetera Investment Advisers
Advisor Group Holdings
Envestnet Asset Management
Brookstone Capital Management
Spire Wealth Management
Camarda Wealth Advisory
Branch Banking & Trust Company
LPL Financial
Central Valley Advisors
AE Wealth Management

View all funds holding Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf