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Innovator Etfs Tr s&p 500 ultra shares owned by Compass Advisory Group

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

Historical chart of Compass Advisory Group 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 Compass Advisory Group 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 Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $911k 26k 34.81
2024-06-30 $950k 28k 34.26
2024-03-31 $989k 30k 33.59
2023-12-31 $1.0M 31k 32.37
2023-09-30 $1.1M 35k 30.52
2023-06-30 $1.1M 38k 29.87
2023-03-31 $1.1M 39k 28.52
2022-12-31 $1.1M 40k 27.84
2022-09-30 $1.4M 55k 26.27

More positions owned by Compass Advisory Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Compass Advisory Group

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