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Innovator Etfs Tr s&p 500 ultra shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.3k 200 41.68
2026-03-31 $7.8k 200 38.84
2025-12-31 $7.9k 200 39.64
2025-09-30 $7.7k 200 38.37
2025-06-30 $7.3k 200 36.44
2025-03-31 $6.9k 200 34.30
2024-12-31 $7.0k 200 35.09

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View all positions for BFC Planning

Top funds holding Innovator Etfs Tr s&p 500 ultra

Commonwealth Equity Services
Brookstone Capital Management
Legacy Capital Wealth Management
Raymond James Financial
Advisor Group Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Envestnet Asset Management
Tounjian Advisory Partners
Foundations Investment Advisors
Sovran Advisors
Kestra Advisory Services
Kfg Wealth Management
Central Valley Advisors
LPL Financial
Berger Financial Group

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