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Innovator Etfs Tr s&p 500 ultra shares owned by Talon Private Wealth

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UFEB) shares owned by Talon Private Wealth from 13F filings

Historical chart of Talon Private Wealth 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 Talon Private Wealth 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 Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $35M 1.0M 34.31
2025-03-31 $33M 1.0M 32.89

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

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