Fermata Advisors »

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

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

Historical chart of Fermata 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 Fermata Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $821k 24k 34.30
2024-12-31 $1.0M 29k 35.09
2023-03-31 $229k 8.0k 28.51
2022-12-31 $6.2M 226k 27.43

More positions owned by Fermata Advisors

Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Efficient Cor (NTSX)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Fermata Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
Brookstone Capital Management
Commonwealth Equity Services
WealthPlan Investment Management
Raymond James Financial
Envestnet Asset Management
Advisor Group Holdings
Family Legacy Financial Solutions
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Foundations Investment Advisors
BCJ Capital Management
Kestra Advisory Services
Kfg Wealth Management
Triumph Capital Management
Mach-1 Financial Group

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