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Innovator Etfs Tr s&p 500 ultra shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management 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 Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 96k 35.00
2024-06-30 $3.3M 97k 34.29
2024-03-31 $3.5M 105k 33.42
2023-12-31 $3.4M 106k 32.04
2023-09-30 $3.2M 109k 29.35
2023-06-30 $3.4M 114k 30.19
2023-03-31 $3.2M 112k 28.51
2022-12-31 $3.2M 115k 28.12

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
RBB Us Trsry 6 Mnth (XBIL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
We Are One Seven
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Milestone Asset Management
Commonwealth Equity Services
Kfg Wealth Management
Goss Wealth Management
Arete Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Castle Rock Wealth Management
Kestra Advisory Services
Spire Wealth Management
Strategic Blueprint
HighTower Advisors

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