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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $295k 7.8k 38.00

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

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

Brookstone Capital Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
HPM Partners
Advisor Group Holdings
Central Valley Advisors
Envestnet Asset Management
Kestra Advisory Services
Spire Wealth Management
Cetera Investment Advisers
Commonwealth Equity Services
Castle Rock Wealth Management
Kfg Wealth Management
O'Connor Financial Group
Wood Tarver Financial Group
Lantz Financial

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