Innovator Etfs Tr s&p 500 ultra shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UDEC) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group 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 Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $354k | 9.2k | 38.37 |
| 2025-06-30 | $336k | 9.2k | 36.44 |
| 2024-12-31 | $327k | 9.3k | 35.09 |
| 2024-09-30 | $326k | 9.3k | 35.00 |
| 2024-06-30 | $319k | 9.3k | 34.29 |
| 2024-03-31 | $311k | 9.3k | 33.42 |
| 2023-12-31 | $311k | 9.7k | 32.04 |
| 2023-09-30 | $374k | 13k | 29.38 |
| 2023-06-30 | $384k | 13k | 30.19 |
| 2023-03-31 | $453k | 16k | 28.51 |
| 2022-12-31 | $715k | 26k | 27.91 |
| 2022-09-30 | $715k | 26k | 27.90 |
| 2022-06-30 | $713k | 26k | 27.82 |
| 2022-03-31 | $765k | 26k | 29.85 |
| 2021-12-31 | $776k | 26k | 30.28 |
| 2021-09-30 | $759k | 26k | 29.62 |
| 2021-06-30 | $756k | 26k | 29.50 |
| 2021-03-31 | $743k | 26k | 28.99 |
| 2020-12-31 | $729k | 26k | 28.45 |
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