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

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2024-09-30 $482k 14k 33.91
2024-06-30 $871k 27k 32.54

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

View all positions for WorthPointe

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
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
Envestnet Asset Management
Chicago Partners Investment
Spire Wealth Management

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