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Innovator Etfs Tr s&p 500 ultra shares owned by Compass Financial Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UNOV) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.1k 127 40.16

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Advisor Group Holdings
IFP Advisors
Brookstone Capital Management
Central Valley Advisors
Kellett Schaffner Wealth Advisors
Spire Wealth Management
RK Capital Management
Commonwealth Equity Services
Kestra Advisory Services
4J Wealth Management
HighTower Advisors
Envestnet Asset Management
Kfg Wealth Management

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