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Innovator Etfs Tr s&p 500 ultra shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJUL) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 7.7k 38.11
2025-06-30 $265k 7.2k 36.79

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View all positions for Concurrent Investment Advisors

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