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Innovator Etfs Trust shares owned by UMA Financial Services

Quarter-by-quarter ownership of Innovator Etfs Trust 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

Commonwealth Equity Services
Kfg Wealth Management
CRA Financial Services
Cypress Wealth Services
FC Advisory
UMA Financial Services
Brookstone Capital Management
PFG Advisors
Dynamic Advisors Solutions
Stratos Wealth Advisors
Marshall Financial Group
Sugarloaf Wealth Management

View all funds holding Innovator Etfs Trust