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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $456k 12k 39.07
2023-12-31 $205k 7.0k 29.41
2023-09-30 $893k 32k 27.67

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

Brookstone Capital Management
Talon Private Wealth
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

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