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Innovator Etfs Trust shares owned by UMA Financial Services

Quarter-by-quarter ownership of Innovator Etfs Trust (ZSEP) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $519k 21k 24.91

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding Innovator Etfs Trust

Cambridge Investment Research Advisors
BCJ Capital Management
Envestnet Asset Management
Centaurus Financial
Commonwealth Equity Services
HighTower Advisors
Jane Street
Delta Investment Management
Kfg Wealth Management
Goss Wealth Management
Susquehanna International
Advisory Alpha
Kestra Advisory Services
Vantage Financial Partners
Money Concepts Capital Corp

View all funds holding Innovator Etfs Trust