Simplicity Wealth »

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

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $334k 10k 32.65

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Innovator Etfs Tr s&p 500 ultra

Kfg Wealth Management
Brookstone Capital Management
We Are One Seven
Jane Street
AE Wealth Management
Onyx Bridge Wealth Group
Soltis Investment Advisors
Commonwealth Equity Services
Archer Investment Corp
Advisor Group Holdings
MBL Wealth
Raymond James & Associates
Pallas Capital Advisors
BCJ Capital Management
Berger Financial Group

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