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Innovator Etfs Tr s&p 500 ultra shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 37k 32.54
2024-03-31 $583k 18k 31.87
2023-09-30 $7.2M 255k 28.23
2023-06-30 $5.8M 201k 28.80

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Asset Management

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