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

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $537k 15k 35.87
2025-06-30 $520k 15k 34.76

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess 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
Kestra Advisory Services
Central Valley Advisors
Advisor Group Holdings
Castle Rock Wealth Management
Envestnet Asset Management
Commonwealth Equity Services
Spire Wealth Management
Cetera Investment Advisers
Susquehanna International
Old Mission Capital
Kfg Wealth Management
Branch Banking & Trust Company
Raymond James Financial
Brookstone Capital Management

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