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Innovator S&p 500 Pwr Buffer shares owned by AE Wealth Management

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Innovator S&p 500 Pwr Buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by AE 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 Pwr Buffer by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 7.6k 32.67
2023-03-31 $5.8M 203k 28.72
2022-12-31 $5.5M 196k 28.16
2022-09-30 $5.6M 201k 27.69

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AE Wealth Management

Top funds holding Innovator S&p 500 Pwr Buffer

Advance Capital Management
Brookstone Capital Management
Central Valley Advisors
Kfg Wealth Management
Worth Financial Advisory Group
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
Donald L. Hagan
Archer Investment Corp
Berger Financial Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Spire Wealth Management
Atria Wealth Solutions
Arete Wealth Advisors

View all funds holding Innovator S&p 500 Pwr Buffer