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

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

Historical chart of Evolution 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 Evolution 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 600 36.58
2025-09-30 $22k 600 35.87

More positions owned by Evolution Wealth Management

Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Spdr Series Trust State Street Spd (SPYM)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Listed Fds Tr Shares Lag Cap (OVL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution 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
Castle Rock Wealth Management
Advisor Group Holdings
Envestnet Asset Management
Commonwealth Equity Services
Raymond James Financial
Cetera Investment Advisers
Branch Banking & Trust Company
Kfg Wealth Management
Spire Wealth Management
Brookstone Capital Management
Mml Investors Services
Old Mission Capital

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