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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
2024-03-31 $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 Fd Of Bu (BUFR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Microsoft Corporation (MSFT)
Apple (AAPL)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Travelers Companies (TRV)

View all positions for Milestone Asset Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

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

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