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Innovator Etfs Tr s&p 500 ultra shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJUL) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group 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 O'Connor Financial Group 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 O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $718k 21k 34.49
2024-09-30 $712k 21k 33.91

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco Qqq Trust Series I Etf (QQQ)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Dimensional Emerging Markets Etf Etf (DFEM)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)

View all positions for O'Connor Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

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
Brookstone Capital Management
Envestnet Asset Management
Chicago Partners Investment
HighTower Advisors

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