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Innovator Etfs Tr s&p 500 ultra shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 78k 32.14
2025-06-30 $2.5M 80k 31.30
2025-03-31 $2.3M 76k 29.86
2024-12-31 $2.4M 77k 30.84
2024-09-30 $2.3M 77k 30.20
2024-06-30 $27M 932k 29.04

More positions owned by Kellett Schaffner Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
Tradition Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
CWM
We Are One Seven
Prairie Wealth Advisors
Berger Financial Group
Branch Banking & Trust Company
Brookstone Capital Management
Kellett Schaffner Wealth Advisors
Central Valley Advisors
Envestnet Asset Management

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