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Innovator Etfs Tr s&p 500 ultra shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJUL) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Innovator Etfs Tr s&p 500 ultra

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All positions including Innovator Etfs Tr s&p 500 ultra held by Altfest L J & Co 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 Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 8.6k 38.11
2025-06-30 $316k 8.6k 36.79
2025-03-31 $288k 8.6k 33.53
2024-12-31 $297k 8.6k 34.49
2024-09-30 $291k 8.6k 33.86
2024-06-30 $386k 12k 32.51
2024-03-31 $378k 12k 31.83
2023-12-31 $410k 14k 30.31
2023-09-30 $382k 14k 28.24
2023-06-30 $390k 14k 28.83
2023-03-31 $519k 19k 27.02
2022-12-31 $618k 24k 25.76
2022-09-30 $595k 24k 24.80
2022-06-30 $608k 24k 25.34
2022-03-31 $858k 31k 27.51
2021-09-30 $984k 37k 26.92
2021-06-30 $1.9M 70k 26.93
2021-03-31 $2.1M 78k 26.78
2020-12-31 $2.2M 81k 26.46
2020-09-30 $2.4M 93k 25.75
2020-06-30 $3.8M 151k 25.34
2020-03-31 $43M 1.9M 23.02

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Matthews Asia Fds Asia Innov Activ (MINV)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
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Spdr Series Trust Port Mtg Bk Etf (SPMB)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Advisor Group Holdings
Raymond James Financial
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Wealth Enhancement Advisory Services
CWM
Commonwealth Equity Services
IMG Wealth Management
Arete Wealth Advisors
Berger Financial Group
HPM Partners
Central Valley Advisors
CLS Investments

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