WorthPointe »

Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 6.4k 33.00
2024-06-30 $204k 6.4k 31.92

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

View all positions for WorthPointe

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
Commonwealth Equity Services
Castle Rock Wealth Management
Kestra Advisory Services
Kfg Wealth Management
Cetera Investment Advisers
Advisor Group Holdings
Envestnet Asset Management
Brookstone Capital Management
Spire Wealth Management
Camarda Wealth Advisory
Branch Banking & Trust Company
LPL Financial
Central Valley Advisors
AE Wealth Management

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