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Innovator Etfs Tr s&p 500 ultra shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors 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 Fermata Advisors 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.1M 32k 34.55
2024-12-31 $1.6M 46k 35.28
2024-09-30 $249k 7.2k 34.81
2022-09-30 $575k 22k 26.28
2022-06-30 $649k 25k 26.37
2022-03-31 $718k 25k 28.30
2021-12-31 $706k 25k 28.51

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Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Efficient Cor (NTSX)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Fermata Advisors

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