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

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 551 34.81
2024-06-30 $4.1k 121 34.26
2024-03-31 $4.1k 121 33.60
2023-12-31 $3.9k 121 32.37
2023-09-30 $8.6k 283 30.52
2023-06-30 $8.5k 283 29.87
2023-03-31 $8.1k 283 28.53
2022-12-31 $7.7k 283 27.28
2022-09-30 $36k 1.4k 25.94
2022-06-30 $37k 1.4k 26.66
2022-03-31 $39k 1.4k 28.10
2021-12-31 $40k 1.4k 28.82
2021-09-30 $39k 1.4k 28.10
2021-06-30 $254k 9.2k 27.73
2020-12-31 $247k 9.2k 26.97
2020-09-30 $215k 8.3k 25.99
2020-06-30 $228k 9.2k 24.89
2020-03-31 $211k 9.2k 23.03
2019-12-31 $229k 9.2k 25.00
2019-09-30 $228k 9.2k 24.90
2019-06-30 $1.7M 70k 24.76
2018-12-31 $1.9M 83k 23.03

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital 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
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