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

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

Historical chart of IMG 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 IMG 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 IMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 39k 33.37
2025-12-31 $1.0M 31k 32.77
2025-09-30 $998k 31k 32.14
2025-06-30 $967k 31k 31.30
2025-03-31 $901k 30k 29.86
2024-12-31 $947k 31k 30.84

More positions owned by IMG Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Dj Glbl Divid (FGD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Eqty Ultra B (UOCT)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for IMG Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Tradition Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Advisor Group Holdings
CWM
Kfg Wealth Management
Brookstone Capital Management
AssuredPartners Investment Advisors
Central Valley Advisors
Kellett Schaffner Wealth Advisors
Berger Financial Group
CLS Investments
We Are One Seven
Branch Banking & Trust Company
Foundations Investment Advisors

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