Innovator Etfs Tr s&p 500 ultra shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UDEC) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Innovator Etfs Tr s&p 500 ultra
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 26k | 38.37 |
| 2025-06-30 | $930k | 26k | 36.44 |
| 2025-03-31 | $904k | 26k | 34.30 |
| 2024-12-31 | $925k | 26k | 35.09 |
| 2024-09-30 | $922k | 26k | 35.00 |
| 2024-06-30 | $904k | 26k | 34.29 |
| 2024-03-31 | $853k | 26k | 33.42 |
| 2023-12-31 | $844k | 26k | 32.04 |
| 2023-09-30 | $774k | 26k | 29.38 |
| 2023-06-30 | $796k | 26k | 30.19 |
| 2023-03-31 | $728k | 26k | 28.51 |
| 2022-12-31 | $700k | 26k | 27.43 |
| 2022-09-30 | $215k | 7.7k | 27.93 |
| 2022-06-30 | $215k | 7.7k | 27.93 |
| 2022-03-31 | $230k | 7.7k | 29.87 |
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