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Innovator Etfs Tr s&p 500 ultra shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 326k 38.37
2025-06-30 $11M 306k 36.44
2025-03-31 $8.5M 249k 34.30

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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