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Innovator Etfs Tr s&p 500 ultra shares owned by Talon Private Wealth

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UDEC) shares owned by Talon Private Wealth from 13F filings

Historical chart of Talon Private Wealth 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 Talon Private Wealth 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 Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $35M 958k 36.44
2025-03-31 $33M 951k 34.83
2024-12-31 $9.6M 274k 35.09

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

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