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Innovator Etfs Tr s&p 500 ultra shares owned by CWM

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

Historical chart of CWM investment in Innovator Etfs Tr s&p 500 ultra

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All positions including Innovator Etfs Tr s&p 500 ultra held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 130k 32.14
2025-06-30 $4.0M 128k 31.30
2025-03-31 $2.9M 99k 29.86
2024-12-31 $1.5M 49k 30.84
2024-09-30 $1.0M 34k 30.20
2024-06-30 $117k 4.0k 29.08
2024-03-31 $73k 2.6k 28.22
2023-12-31 $55k 2.0k 27.43
2023-09-30 $52k 2.0k 25.94
2023-06-30 $52k 2.0k 25.94
2023-03-31 $50k 2.0k 24.94

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
Tradition Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
CWM
We Are One Seven
Prairie Wealth Advisors
Berger Financial Group
Branch Banking & Trust Company
Brookstone Capital Management
Kellett Schaffner Wealth Advisors
Central Valley Advisors
Envestnet Asset Management

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