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Innovator Etfs Tr s&p 500 ultra shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2025-12-31 $494k 13k 39.04
2025-09-30 $619k 16k 38.43
2025-06-30 $582k 16k 36.78
2025-03-31 $549k 16k 34.55
2024-12-31 $560k 16k 35.28

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Spdr Series Trust State Street Spd (SPTS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Short Duration F (DFSD)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for WorthPointe

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
CWM
Mercer Global Advisors
Kestra Advisory Services
Advisory Services Network
Spire Wealth Management
Envestnet Asset Management
Advisor Group Holdings
IMG Wealth Management
Central Valley Advisors
CLS Investments
LPL Financial

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