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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management investment in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf held by AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $537k 16k 33.00
2024-06-30 $502k 16k 31.92

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AE Wealth Management

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