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Innovator Etfs Tr s&p 500 ultra shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $282k 7.6k 37.11

More positions owned by Waller Financial Planning Group

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Waller Financial Planning Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Fermata Advisors
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
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
Cambridge Investment Research Advisors
Archer Investment Corp
PFG Advisors
Brookstone Capital Management
Raymond James & Associates

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