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

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

Historical chart of Accurate 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 Accurate 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $288k 8.8k 32.66
2024-12-31 $339k 9.8k 34.45
2024-09-30 $431k 13k 34.14
2024-06-30 $242k 7.3k 33.18
2024-03-31 $228k 7.3k 31.27
2023-12-31 $254k 8.4k 30.36
2023-09-30 $383k 13k 28.55
2022-12-31 $13k 511 25.94

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A (META)

View all positions for Accurate Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Advisor Group Holdings
Raymond James Financial
Kestra Advisory Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Seros Financial
Kfg Wealth Management
Wealth Enhancement Advisory Services
CWM
Commonwealth Equity Services
IMG Wealth Management
Hanson McClain Advisors
Nations Financial Group
WPWealth
Brookstone Capital Management
Chicago Partners Investment

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

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