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Innovator Etfs Tr s&p 500 ultra shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 6.3k 32.54
2024-03-31 $226k 7.3k 30.80
2023-12-31 $311k 11k 29.46
2023-09-30 $82k 3.0k 27.51

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Innovator Etfs Tr s&p 500 ultra

Branch Banking & Trust Company
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Advisor Group Holdings
Brookstone Capital Management
Old Mission Capital
Kfg Wealth Management
Cetera Investment Advisers
SageView Advisory Group
Jane Street
Envestnet Asset Management
HighTower Advisors
Wealth Enhancement Advisory Services
Fiduciary Financial Group
Stratos Wealth Advisors

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