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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

Tip: Access up to 7 years of quarterly data

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
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 Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
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
Centaurus Financial
Hanson McClain Advisors
Cambridge Investment Research Advisors
Envestnet Asset Management
Chicago Partners Investment
Spire Wealth Management
CWM
Fiduciary Financial Group

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