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Innovator Etfs Tr s&p 500 ultra shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJAN) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management 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 Accurate Wealth 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 29k 35.20
2023-12-31 $929k 27k 34.49
2023-09-30 $980k 30k 33.02
2023-06-30 $977k 30k 32.88
2022-12-31 $13k 443 29.95

More positions owned by Accurate Wealth Management

Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Pharma Etf (IHE)
Zacks Trust Earngs Constant (ZECP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Select Sector Spdr Tr Indl (XLI)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
JPMorgan Chase & Co. (JPM)
Listed Fd Tr Opportunistic Tr
Spdr Gold Tr Gold Shs (GLD)

View all positions for Accurate Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

SageView Advisory Group
Fermata Advisors
Brookstone Capital Management
Commonwealth Equity Services
Strategic Blueprint
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Advisor Group Holdings
Berkshire Money Management
Branch Banking & Trust Company
Cambridge Investment Research Advisors
Hanson McClain Advisors
Centaurus Financial
Long Island Wealth Management
PFG Advisors
Wealth Enhancement Advisory Services

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