Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf (UMAY) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf
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Quarterly reported holdings in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 9.2k | 35.87 |
| 2025-06-30 | $320k | 9.2k | 34.76 |
| 2025-03-31 | $308k | 9.2k | 33.48 |
| 2024-12-31 | $475k | 14k | 33.62 |
| 2024-09-30 | $466k | 14k | 33.00 |
| 2024-06-30 | $451k | 14k | 31.92 |
| 2024-03-31 | $278k | 9.2k | 30.26 |
| 2023-12-31 | $270k | 9.2k | 29.41 |
| 2023-09-30 | $254k | 9.2k | 27.67 |
| 2023-06-30 | $257k | 9.2k | 27.95 |
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