IDEC — INNOVATOR ETFS TRUST

Ownership history in UBS Group AG  ·  3 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in INNOVATOR ETFS TRUST (IDEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,969 -204 -4.9% 0.00% $123K $31.07
2025 Q2 ADDED 4,173 +363 +9.5% 0.00% $125K $30.05
2025 Q1 INITIATED 3,810 — — 0.00% $106K $27.93
% of Fund (quarterly)    IDEC price (monthly, adj. close)

Other funds also holding IDEC

As of 2025 Q4 — sorted by position size

CORRADO ADVISORS, LLC 3Y 7Y 1.28% Worth Financial Advisory Group, LLC 3Y 0.29% GILL CAPITAL PARTNERS, LLC 3Y 0.24% First City Capital Management, Inc. 3Y 7Y 0.17% SYON CAPITAL LLC 0.15% Allie Family Office LLC 3Y 0.14% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 0.13% Ballast Rock Private Wealth LLC 0.13% CYPRESS FINANCIAL PLANNING LLC 3Y 0.13% PFS Partners, LLC 0.12%
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