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

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

Historical chart of Summit 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 Summit 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 Summit Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $421k 11k 39.64
2025-09-30 $408k 11k 38.37
2025-06-30 $387k 11k 36.44
2025-03-31 $397k 12k 34.30

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Internl Divid (SCHY)

View all positions for Summit Asset Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Commonwealth Equity Services
Raymond James Financial
Envestnet Asset Management
Advisor Group Holdings
Foundations Investment Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Integrity Advisory Solutions
BCJ Capital Management
Central Valley Advisors
Berger Financial Group
Cambridge Investment Research Advisors
Milestone Asset Management

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