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Innovator Etfs Tr s&p 500 ultra shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset 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 Belpointe Asset 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $242k 6.1k 39.64
2025-09-30 $234k 6.1k 38.37
2025-06-30 $277k 7.6k 36.44
2025-03-31 $229k 6.7k 34.30
2023-03-31 $9.6k 338 28.51
2022-12-31 $2.5k 92 27.43

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View all positions for Belpointe Asset Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Commonwealth Equity Services
Raymond James Financial
Envestnet Asset Management
Advisor Group Holdings
Foundations Investment Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Integrity Advisory Solutions
BCJ Capital Management
Central Valley Advisors
Berger Financial Group
Cambridge Investment Research Advisors
Milestone Asset Management

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