Innovator Etfs Tr s&p 500 ultra shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJAN) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Innovator Etfs Tr s&p 500 ultra
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $639k | 16k | 40.44 |
| 2025-03-31 | $607k | 16k | 38.14 |
| 2024-12-31 | $737k | 19k | 38.97 |
| 2024-09-30 | $404k | 11k | 38.07 |
| 2024-03-31 | $1.0M | 29k | 36.10 |
| 2023-12-31 | $1.0M | 29k | 34.43 |
| 2023-06-30 | $1.1M | 33k | 32.72 |
| 2023-03-31 | $1.1M | 35k | 31.09 |
| 2022-12-31 | $1.0B | 35k | 29710.00 |
| 2022-09-30 | $1.1M | 38k | 29.20 |
| 2022-06-30 | $1.1M | 37k | 29.11 |
| 2022-03-31 | $767k | 25k | 30.93 |
| 2021-12-31 | $684k | 22k | 31.58 |
| 2021-09-30 | $666k | 21k | 31.09 |
| 2021-06-30 | $0 | 23k | 0.00 |
| 2021-03-31 | $716k | 24k | 30.37 |
| 2020-12-31 | $526k | 18k | 29.72 |
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