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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 300 36.67

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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