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

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

Historical chart of Evergreen Private Wealth investment in Innovator Etfs Tr s&p 500 ultra

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All positions including Innovator Etfs Tr s&p 500 ultra held by Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $25k 816 30.20
2024-03-31 $23k 816 28.16
2023-12-31 $22k 816 27.44

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Check Point Software Tech Lt Ord (CHKP)
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Netflix (NFLX)
Thermo Fisher Scientific (TMO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Arista Networks (ANET)
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Amazon (AMZN)
Adobe Systems Incorporated (ADBE)
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View all positions for Evergreen Private Wealth

Top funds holding Innovator Etfs Tr s&p 500 ultra

AE Wealth Management
Tradition Wealth Management
Commonwealth Equity Services
Kfg Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Advisor Group Holdings
We Are One Seven
Berger Financial Group
Branch Banking & Trust Company
Kellett Schaffner Wealth Advisors
Brookstone Capital Management
Pensionmark Financial Group
Spire Wealth Management
Strategic Blueprint
Envestnet Asset Management

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