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Innovator Etfs Tr s&p 500 ultra shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 113k 38.11
2025-06-30 $4.2M 113k 36.79
2025-03-31 $3.0M 88k 33.53
2024-12-31 $1.5M 44k 34.49
2024-09-30 $1.0M 31k 33.92
2024-06-30 $115k 3.5k 32.58
2024-03-31 $73k 2.3k 32.09
2023-12-31 $53k 1.7k 30.48
2023-09-30 $49k 1.7k 28.18
2020-09-30 $2.0k 79 25.32
2020-06-30 $2.0k 79 25.32

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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