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

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

Historical chart of WPWealth 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 WPWealth 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 WPWealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 45k 33.91
2024-06-30 $300k 9.2k 32.54

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for WPWealth

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