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Innovator Etfs Tr s&p 500 ultra shares owned by Long Island Wealth Management

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

Historical chart of Long Island 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 Long Island 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $463k 12k 38.43
2025-06-30 $443k 12k 36.78
2025-03-31 $608k 18k 34.55
2024-12-31 $621k 18k 35.28
2024-09-30 $613k 18k 34.81
2024-06-30 $603k 18k 34.27
2024-03-31 $591k 18k 33.59
2023-12-31 $570k 18k 32.39

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust GRWT100 PWR BF (NJAN)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Long Island Wealth Management

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