Innovator Etfs Tr s&p 500 ultra shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UDEC) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Innovator Etfs Tr s&p 500 ultra
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 46k | 38.37 |
| 2025-06-30 | $1.8M | 50k | 36.44 |
| 2025-03-31 | $1.7M | 50k | 34.30 |
| 2024-12-31 | $1.8M | 52k | 35.06 |
| 2024-09-30 | $1.8M | 52k | 34.95 |
| 2024-03-31 | $2.3M | 70k | 33.42 |
| 2023-12-31 | $2.4M | 74k | 32.04 |
| 2023-06-30 | $952k | 32k | 30.19 |
| 2023-03-31 | $968M | 34k | 28507.61 |
| 2022-12-31 | $874M | 32k | 27430.00 |
| 2022-09-30 | $986k | 35k | 27.88 |
| 2022-06-30 | $1.0M | 36k | 27.80 |
| 2022-03-31 | $717k | 24k | 29.87 |
| 2021-12-31 | $645k | 21k | 30.30 |
| 2021-09-30 | $714k | 24k | 29.61 |
| 2021-06-30 | $999 | 25k | 0.04 |
| 2021-03-31 | $789k | 27k | 28.99 |
| 2020-12-31 | $682k | 24k | 28.28 |
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