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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
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

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
SageView Advisory Group
Advisor Group Holdings
Worth Financial Advisory Group
Kfg Wealth Management
Comprehensive Financial Consultants Institutional
Pensionmark Financial Group
Strategic Blueprint
Branch Banking & Trust Company
Brookstone Capital Management
Cambridge Investment Research Advisors
Centaurus Financial
Archer Investment Corp
Foundations Investment Advisors

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