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

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

Historical chart of Old Port 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 Old Port 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 Old Port Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $648k 17k 38.37
2025-06-30 $615k 17k 36.44

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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