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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Allegiance Financial Group Advisory Services

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

Historical chart of Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $235k 7.4k 31.92
2024-03-31 $223k 7.4k 30.26
2023-12-31 $216k 7.4k 29.41
2023-09-30 $204k 7.4k 27.67
2023-06-30 $206k 7.4k 27.95

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr International Lr (AVIV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Allegiance Financial Group Advisory Services

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