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Innovator Etfs Tr s&p 500 ultra shares owned by Bedel Financial Consulting

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

Historical chart of Bedel Financial Consulting investment in Innovator Etfs Tr s&p 500 ultra

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All positions including Innovator Etfs Tr s&p 500 ultra held by Bedel Financial Consulting 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 Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 36k 38.43
2025-06-30 $1.4M 37k 36.78
2025-03-31 $1.3M 38k 34.60
2024-12-31 $1.3M 38k 35.85
2024-09-30 $1.3M 38k 34.81
2024-06-30 $1.3M 38k 34.25
2024-03-31 $1.6M 47k 33.59
2023-12-31 $1.5M 47k 32.37
2023-09-30 $1.4M 47k 30.52
2023-06-30 $1.5M 50k 29.87
2023-03-31 $1.5M 51k 28.52
2022-12-31 $1.4M 51k 27.28
2022-09-30 $1.4M 52k 26.88
2022-06-30 $1.4M 52k 26.37
2022-03-31 $1.5M 54k 28.31
2021-12-31 $1.5M 51k 28.52
2021-09-30 $1.4M 52k 27.78
2021-06-30 $1.5M 53k 27.73
2021-03-31 $1.4M 53k 27.27
2020-12-31 $1.4M 53k 26.95
2020-09-30 $1.4M 53k 25.97
2020-06-30 $1.5M 61k 24.92
2020-03-31 $1.7M 76k 23.00
2019-12-31 $1.9M 76k 24.94
2019-09-30 $2.0M 78k 24.90
2019-06-30 $1.9M 78k 24.75
2019-03-31 $1.9M 78k 24.19
2018-12-31 $1.6M 68k 23.03

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Eli Lilly & Co. Put Option (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Bedel Financial Consulting

Top funds holding Innovator Etfs Tr s&p 500 ultra

Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Mercer Global Advisors
CWM
Kestra Advisory Services
Advisory Services Network
Brookstone Capital Management
IHT Wealth Management
IMG Wealth Management
Envestnet Asset Management
Central Valley Advisors
Advisor Group Holdings
Kfg Wealth Management
LPL Financial
Hanson McClain Advisors

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