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Innovator Etfs Tr s&p 500 ultra shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJUN) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $611k 20k 30.06
2023-09-30 $576k 20k 28.30
2023-03-31 $561k 20k 27.57

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

BCJ Capital Management
Berger Financial Group
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Advisor Group Holdings
Brookstone Capital Management
Kfg Wealth Management
Castle Rock Wealth Management
SageView Advisory Group
Jane Street
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Arete Wealth Advisors
PFG Advisors
Citadel Advisors

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