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Innovator Etfs Tr s&p 500 ultra shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UAPR) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 71k 29.04
2024-03-31 $2.0M 72k 28.16
2023-12-31 $1.8M 66k 27.44
2023-09-30 $1.7M 66k 25.76
2023-06-30 $1.8M 68k 26.07
2023-03-31 $1.7M 68k 24.94
2022-12-31 $1.4M 58k 24.81
2022-09-30 $1.4M 58k 24.27
2022-06-30 $431k 17k 25.47

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
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
Spire Wealth Management
Pensionmark Financial Group
Strategic Blueprint
Envestnet Asset Management

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