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

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

Historical chart of Simplicity Wealth 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 6.7k 32.14
2025-06-30 $421k 14k 31.30

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American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

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