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Innovator Etfs Tr s&p 500 ultra shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.6M 266k 36.10
2023-09-30 $447k 14k 32.57
2023-03-31 $3.8M 124k 31.09
2022-12-31 $4.0M 134k 29.71
2022-06-30 $785k 27k 29.10
2021-03-31 $429k 14k 30.36
2020-12-31 $252k 8.5k 29.80
2020-09-30 $347k 12k 28.60
2020-06-30 $3.7M 134k 27.71
2020-03-31 $2.8M 108k 25.68

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Fermata Advisors
Brookstone Capital Management
Envestnet Asset Management
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
Tradition Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Branch Banking & Trust Company
Berkshire Money Management
Cambridge Investment Research Advisors
Hanson McClain Advisors
Archer Investment Corp
PFG Advisors
Cetera Investment Advisers

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