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

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $929k 28k 33.00
2024-06-30 $898k 28k 31.92
2024-03-31 $794k 26k 30.26
2023-09-30 $433k 16k 27.67

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

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
Commonwealth Equity Services
Castle Rock Wealth Management
Kestra Advisory Services
Kfg Wealth Management
Cetera Investment Advisers
Advisor Group Holdings
Envestnet Asset Management
Brookstone Capital Management
Spire Wealth Management
Camarda Wealth Advisory
Branch Banking & Trust Company
LPL Financial
Central Valley Advisors
AE Wealth Management

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