Innovator Etfs Tr s&p 500 ultra shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UOCT) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Innovator Etfs Tr s&p 500 ultra
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 6.0k | 38.47 |
| 2025-06-30 | $285k | 7.7k | 36.82 |
| 2025-03-31 | $302k | 8.8k | 34.49 |
| 2024-12-31 | $380k | 11k | 35.29 |
| 2024-09-30 | $391k | 11k | 34.87 |
| 2024-03-31 | $831k | 25k | 33.59 |
| 2023-12-31 | $855k | 26k | 32.37 |
| 2023-06-30 | $806k | 27k | 29.88 |
| 2023-03-31 | $845M | 30k | 28524.19 |
| 2022-12-31 | $741M | 27k | 27280.00 |
| 2022-09-30 | $863k | 33k | 26.27 |
| 2022-06-30 | $911k | 35k | 26.40 |
| 2022-03-31 | $598k | 21k | 28.31 |
| 2021-12-31 | $504k | 18k | 28.49 |
| 2021-09-30 | $506k | 18k | 27.76 |
| 2021-06-30 | $0 | 20k | 0.00 |
| 2021-03-31 | $554k | 20k | 27.26 |
| 2020-12-31 | $544k | 20k | 26.77 |
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