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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
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)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

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
Kestra Advisory Services
Kfg Wealth Management
LPL Financial
Brookstone Capital Management
Branch Banking & Trust Company
Bedel Financial Consulting
CWM
Central Valley Advisors
AE Wealth Management
Compass Advisory Group
Centaurus Financial
Townsquare Capital
Money Concepts Capital Corp

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