O'Connor Financial Group »

Innovator Etfs Tr s&p 500 ultra shares owned by O'Connor Financial Group

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

Historical chart of O'Connor Financial Group 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 O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 8.1k 35.79
2025-06-30 $280k 8.1k 34.47
2025-03-31 $282k 8.7k 32.39

More positions owned by O'Connor Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Eventide Us Market Etf Etf (ESUM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan International Etf Etf (TPIF)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Markets Etf Etf (DFEM)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)

View all positions for O'Connor Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
HighTower Advisors
Kfg Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Advisor Group Holdings
Branch Banking & Trust Company
Commonwealth Equity Services
Pensionmark Financial Group
Envestnet Asset Management
IFP Advisors
Mml Investors Services
Cambridge Investment Research Advisors
PFG Advisors
Stratos Wealth Advisors
Strategic Blueprint

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