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Innovator Etfs Tr s&p 500 ultra shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial Advisors 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 DHJJ Financial Advisors 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $72k 2.4k 30.80
2023-12-31 $69k 2.4k 29.46
2023-09-30 $70k 2.6k 27.51
2022-06-30 $334k 13k 26.08
2022-03-31 $361k 13k 28.03
2021-12-31 $380k 14k 27.93
2021-09-30 $388k 14k 27.54
2021-06-30 $386k 14k 27.40
2021-03-31 $385k 14k 26.90
2020-12-31 $336k 13k 26.09

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for DHJJ Financial Advisors

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