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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
2023-12-31 $311k 11k 29.46
2023-09-30 $82k 3.0k 27.51

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Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
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Vanguard Index Fds Real Estate Etf (VNQ)
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View all positions for Creative Planning

Top funds holding Innovator Etfs Tr s&p 500 ultra

SageView Advisory Group
Brookstone Capital Management
Stratos Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Kfg Wealth Management
Alera Investment Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
Citadel Advisors
Nations Financial Group
Spire Wealth Management
Arete Wealth Advisors

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