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

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

Historical chart of Long Island 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 Long Island 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 40k 37.12
2024-03-31 $1.5M 42k 36.11
2023-12-31 $1.5M 42k 34.42

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Fermata Advisors
Commonwealth Equity Services
Strategic Blueprint
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
We Are One Seven
Branch Banking & Trust Company
Tradition Wealth Management
Berkshire Money Management
Hanson McClain Advisors
Raymond James & Associates
Cambridge Investment Research Advisors
Archer Investment Corp
PFG Advisors
Brookstone Capital Management
Wealth Enhancement Advisory Services

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