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Innovator Etfs Tr s&p 500 ultra shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UOCT) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth 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 Blue Bell Private Wealth 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9k 100 39.04
2025-09-30 $3.8k 100 38.43
2025-06-30 $3.7k 100 36.78
2025-03-31 $21k 600 34.55
2024-12-31 $21k 600 35.28
2024-09-30 $21k 600 34.81
2024-06-30 $21k 600 34.26
2024-03-31 $20k 600 33.60
2023-12-31 $19k 600 32.37
2023-09-30 $18k 600 30.52
2023-06-30 $48k 1.6k 29.87
2023-03-31 $46k 1.6k 28.52
2022-12-31 $44k 1.6k 27.28
2022-03-31 $23k 812 28.33
2021-12-31 $23k 823 27.95
2021-09-30 $23k 823 27.95
2021-06-30 $642k 23k 27.71
2021-03-31 $1.5M 56k 27.28
2020-12-31 $1.6M 58k 27.03
2020-09-30 $554k 21k 25.99

More positions owned by Blue Bell Private Wealth Management

State Str Spdr S&p 500 Etf Tr Tr Unit Etf Call Option (SPY)
General Amern Invs Cef (GAM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Central Secs Corp Cef (CET)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
State Street Spdr Portfolio S&p 500 Etf Etf Call Option (SPYM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Asa Gold And Precious Mtls Lmt Cef (ASA)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Apple Stock (AAPL)

View all positions for Blue Bell Private Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

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

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