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
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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 |
|---|---|---|---|
| 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 |
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