Sequoia Financial Advisors »

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

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

Historical chart of Sequoia Financial 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 Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 6.5k 38.00

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Sequ Glo Val Etf (SFGV)
Ishares Tr Core Msci Total (IXUS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Etf Ser Solutions Distillate Us (DSTL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sequoia Financial 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