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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
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

More positions owned by Bedel Financial Consulting

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Global X Fds Rate Preferred (PFFV)
Ishares Tr MRGSTR MD CP GRW (IMCG)

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
Kestra Advisory Services
Kfg Wealth Management
LPL Financial
Brookstone Capital Management
Branch Banking & Trust Company
Jane Street
Bedel Financial Consulting
CWM
Central Valley Advisors
AE Wealth Management
Compass Advisory Group
Centaurus Financial
Susquehanna International

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