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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 5.4k 38.00

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Amazon Com Incorporated Common Stock (AMZN)
Microsoft Corporation Common Stock (MSFT)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Micron Technology Incorporated Common Stock (MU)
Caterpillar Incorporated Common Stock (CAT)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

View all positions for Kingswood Wealth 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