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Innovator Etfs Tr s&p 500 ultra shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning 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 Retirement Planning 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 5.6k 38.43
2025-06-30 $206k 5.6k 36.78
2024-03-31 $229k 6.8k 33.59
2023-12-31 $221k 6.8k 32.37
2023-09-30 $208k 6.8k 30.52
2023-06-30 $839k 28k 29.87
2023-03-31 $817k 29k 28.52
2022-12-31 $781k 29k 27.28

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning 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
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