Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf (UMAY) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors 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 Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $413k | 13k | 32.92 |
2024-03-31 | $443k | 15k | 30.26 |
2023-12-31 | $437k | 15k | 29.41 |
2023-06-30 | $437k | 16k | 27.95 |
2023-03-31 | $493k | 18k | 26.79 |
2022-12-31 | $410M | 16k | 26135.20 |
2022-09-30 | $484k | 19k | 25.51 |
2022-06-30 | $455k | 18k | 26.00 |
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