C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Innovator Etfs Tr s&p 500 ultra shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJUL) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 216k 33.91
2024-06-30 $6.8M 210k 32.54
2024-03-31 $5.3M 165k 31.87
2023-12-31 $5.3M 174k 30.30
2023-09-30 $4.6M 162k 28.23
2023-06-30 $4.5M 155k 28.80
2023-03-31 $4.6M 170k 27.04
2022-12-31 $2.9M 112k 25.75

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Advisor Group Holdings
Kfg Wealth Management
Kestra Advisory Services
Raymond James & Associates
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Hanson McClain Advisors
Cambridge Investment Research Advisors
Nations Financial Group
WPWealth
Envestnet Asset Management
Chicago Partners Investment
Spire Wealth Management

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