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Innovator Etfs Tr s&p 500 ultra shares owned by Fermata Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJAN) shares owned by Fermata Advisors from 13F filings

Historical chart of Fermata Advisors 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 Fermata Advisors 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 497k 36.10
2022-09-30 $367k 13k 29.21
2022-06-30 $573k 20k 29.10
2022-03-31 $840k 27k 30.93
2021-12-31 $366k 12k 31.59
2021-09-30 $364k 12k 31.13
2021-06-30 $637k 21k 30.99
2021-03-31 $1.5M 50k 30.36

More positions owned by Fermata Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Fermata Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

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

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