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Innovator Etfs Tr s&p 500 ultra shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJAN) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth 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 Blue Bell Private Wealth 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $36k 1.0k 36.10
2023-12-31 $34k 1.0k 34.43
2023-09-30 $33k 1.0k 32.57
2023-06-30 $33k 1.0k 32.73
2023-03-31 $31k 1.0k 31.09
2021-06-30 $33k 1.1k 30.93
2021-03-31 $32k 1.1k 29.99

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Fermata Advisors
Brookstone Capital Management
Envestnet Asset Management
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
Tradition Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Branch Banking & Trust Company
Berkshire Money Management
Cambridge Investment Research Advisors
Hanson McClain Advisors
Archer Investment Corp
PFG Advisors
Long Island Wealth Management

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