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Innovator Etfs Tr s&p 500 ultra shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UOCT) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Financial Advisory 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 Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $261k 7.4k 35.28
2024-09-30 $201k 5.8k 34.81

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View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Raymond James Financial
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Encompass More Asset Management
Donald L. Hagan
Kfg Wealth Management
Advisory Services Network
Kestra Advisory Services
IMG Wealth Management
Envestnet Asset Management
Central Valley Advisors
Fermata Advisors
Sigma Planning
Branch Banking & Trust Company

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