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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by O'Connor Financial Group

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

Historical chart of O'Connor Financial Group 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 O'Connor Financial Group 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 O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 8.7k 35.87
2025-06-30 $306k 8.7k 35.05
2024-12-31 $246k 7.3k 33.62
2024-09-30 $241k 7.3k 33.00
2024-06-30 $233k 7.3k 31.92

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Vanguard S&p 500 Etf Etf (VOO)
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Pimco Active Bond Exchange-traded Fund Etf (BOND)
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Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan International Etf Etf (TPIF)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Markets Etf Etf (DFEM)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)

View all positions for O'Connor Financial Group

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