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

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 30k 36.10
2022-12-31 $3.4M 114k 29.71
2022-09-30 $3.7M 127k 29.19
2022-06-30 $7.6M 260k 29.12
2022-03-31 $6.8M 218k 30.94

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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