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Innovator Etfs Tr s&p 500 ultra shares owned by Bedel Financial Consulting

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJUL) shares owned by Bedel Financial Consulting from 13F filings

Historical chart of Bedel Financial Consulting investment in Innovator Etfs Tr s&p 500 ultra

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $418k 11k 38.11
2025-06-30 $403k 11k 36.79
2025-03-31 $367k 11k 33.44
2024-12-31 $386k 11k 35.17
2024-09-30 $374k 11k 33.91
2024-06-30 $449k 14k 32.54
2024-03-31 $439k 14k 31.87
2023-12-31 $418k 14k 30.30
2023-09-30 $631k 22k 28.23
2023-06-30 $643k 22k 28.80
2023-03-31 $604k 22k 27.04
2022-12-31 $575k 22k 25.75
2022-09-30 $570k 22k 25.46
2022-06-30 $567k 22k 25.32
2022-03-31 $602k 22k 27.52
2021-12-31 $606k 22k 27.70
2021-09-30 $592k 22k 26.92
2021-06-30 $597k 22k 26.96
2021-03-31 $593k 22k 26.78
2020-12-31 $586k 22k 26.46
2020-09-30 $593k 23k 25.76
2020-06-30 $119k 4.7k 25.28
2020-03-31 $99k 4.3k 23.07
2019-12-31 $70k 2.8k 25.31
2019-09-30 $72k 2.8k 26.03
2019-06-30 $71k 2.8k 25.67
2019-03-31 $69k 2.8k 24.95

More positions owned by Bedel Financial Consulting

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Eli Lilly & Co. Put Option (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Bedel Financial Consulting

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