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Innovator Etfs Tr s&p 500 ultra shares owned by Accurate Wealth Management

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

Historical chart of Accurate 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 Accurate 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $250k 6.8k 36.66
2025-03-31 $245k 7.3k 33.54
2024-12-31 $236k 6.7k 35.06
2024-03-31 $235k 7.2k 32.76

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Commonwealth Equity Services
WealthPlan Investment Management
Raymond James Financial
Envestnet Asset Management
Advisor Group Holdings
Family Legacy Financial Solutions
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Foundations Investment Advisors
BCJ Capital Management
Kestra Advisory Services
Kfg Wealth Management
Triumph Capital Management
Mach-1 Financial Group
Berger Financial Group

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