Sterling Financial Planning »

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

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

Historical chart of Sterling Financial 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 Sterling Financial Planning 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 Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 5.7k 36.30
2021-09-30 $64k 2.3k 27.67
2021-06-30 $63k 2.3k 27.24
2021-03-31 $62k 2.3k 26.81
2020-12-31 $60k 2.3k 25.94

More positions owned by Sterling Financial Planning

Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Sterling Financial Planning

Top funds holding Innovator Etfs Tr s&p 500 ultra

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

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