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

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

Historical chart of Steel Peak 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 Steel Peak 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $835k 22k 38.00

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Intel Corporation (INTC)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amgen (AMGN)
Ishares Tr Core Univrsl Usd (IUSB)
Micron Technology (MU)

View all positions for Steel Peak 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
Susquehanna International
Castle Rock Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Old Mission Capital
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
Lantz Financial
Brookstone Capital Management
Spire Wealth Management
Branch Banking & Trust Company

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