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Innovator Etfs Tr s&p 500 ultra shares owned by Beckerman Institutional

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UFEB) shares owned by Beckerman Institutional from 13F filings

Historical chart of Beckerman Institutional 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 Beckerman Institutional 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 Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 6.2k 36.79
2025-09-30 $221k 6.2k 35.79
2025-06-30 $212k 6.2k 34.27
2025-03-31 $200k 6.2k 32.33

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Ishares Tr Core Msci Intl (IDEV)
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Tcw Etf Trust Flexible Income (FLXR)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Beckerman Institutional

Top funds holding Innovator Etfs Tr s&p 500 ultra

HighTower Advisors
Kfg Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Commonwealth Equity Services
Pensionmark Financial Group
Mml Investors Services
IFP Advisors
Cambridge Investment Research Advisors
Envestnet Asset Management
Stratos Wealth Advisors
Central Valley Advisors
Berger Financial Group
Cetera Investment Advisers

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