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Innovator Etfs Tr s&p 500 ultra shares owned by O'shaughnessy Asset Management

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

Historical chart of O'shaughnessy Asset Management investment in Innovator Etfs Tr s&p 500 ultra

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All positions including Innovator Etfs Tr s&p 500 ultra held by O'shaughnessy Asset Management 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 84 35.79
2025-06-30 $3.1k 89 34.31
2025-03-31 $2.9k 89 32.39

More positions owned by O'shaughnessy Asset Management

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Tesla Motors (TSLA)
Visa Com Cl A (V)
Altria (MO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wells Fargo & Company (WFC)

View all positions for O'shaughnessy Asset Management

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