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Innovator Etfs Tr s&p 500 ultra shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 586 42.13
2025-06-30 $24k 586 40.45
2025-03-31 $22k 586 38.14
2024-12-31 $23k 586 38.95

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
Sonoma Allocations
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
CWM
Branch Banking & Trust Company
Hartland & Co
Brookstone Capital Management
Berkshire Money Management
We Are One Seven
LPL Financial
Prairie Wealth Advisors
Raymond James Financial

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