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Innovator Etfs Tr s&p 500 ultra shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 300 39.64
2025-09-30 $12k 300 38.37
2025-06-30 $11k 300 36.44
2025-03-31 $10k 300 34.30
2024-12-31 $11k 300 35.09

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View all positions for EverSource Wealth Advisors

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