Innovator Etfs Tr s&p 500 ultra shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJAN) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group 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 Compass Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $831k | 22k | 38.05 |
2024-06-30 | $810k | 22k | 37.11 |
2024-03-31 | $837k | 23k | 36.10 |
2023-12-31 | $917k | 27k | 34.43 |
2023-09-30 | $1.0M | 32k | 32.57 |
2023-06-30 | $1.2M | 38k | 32.73 |
2023-03-31 | $1.3M | 41k | 31.09 |
2022-12-31 | $1.5M | 49k | 30.39 |
2022-09-30 | $11M | 382k | 29.19 |
2022-06-30 | $6.6M | 226k | 29.12 |
2022-03-31 | $2.9M | 94k | 30.94 |
2021-12-31 | $942k | 30k | 31.60 |
2021-09-30 | $927k | 30k | 31.10 |
2021-06-30 | $923k | 30k | 30.96 |
2021-03-31 | $1.2M | 40k | 30.36 |
2020-12-31 | $1.2M | 41k | 29.87 |
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