Wood Tarver Financial Group »

Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Wood Tarver Financial Group

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

Historical chart of Wood Tarver 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 Wood Tarver Financial Group 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 Wood Tarver Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $539k 15k 35.84
2025-06-30 $534k 15k 34.72
2025-03-31 $515k 15k 33.48
2024-12-31 $585k 17k 33.61

More positions owned by Wood Tarver Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)

View all positions for Wood Tarver 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