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

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

Historical chart of Creative 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 Creative 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $519k 12k 42.82
2026-06-30 $505k 12k 41.68
2026-03-31 $642k 17k 38.84

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
Tounjian Advisory Partners
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Envestnet Asset Management
Foundations Investment Advisors
Sovran Advisors
Kestra Advisory Services
Kfg Wealth Management
Central Valley Advisors
Berger Financial Group
Cambridge Investment Research Advisors

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