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Innovator Etfs Tr s&p 500 ultra shares owned by UMA Financial Services

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UDEC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $180k 4.6k 39.64
2025-09-30 $175k 4.6k 38.37
2025-06-30 $166k 4.6k 36.44
2025-03-31 $154k 4.5k 34.30

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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