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Innovator Etfs Tr s&p 500 ultra shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UFEB) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Innovator Etfs Tr s&p 500 ultra

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 ultra held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $813k 26k 30.80
2023-09-30 $758k 28k 27.51
2023-06-30 $779k 28k 27.83
2023-03-31 $752k 28k 26.54
2021-03-31 $215k 8.0k 26.84
2020-06-30 $4.9M 201k 24.37

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Stratos Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Cetera Investment Advisers
Sigma Planning
Envestnet Asset Management
Archer Investment Corp
HighTower Advisors
Wealth Enhancement Advisory Services
Nations Financial Group
Spire Wealth Management

View all funds holding Innovator Etfs Tr s&p 500 ultra