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

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9M 296k 30.20
2024-06-30 $8.7M 298k 29.04
2024-03-31 $8.2M 292k 28.16
2021-06-30 $8.9M 347k 25.68
2021-03-31 $25k 1.0k 24.83
2020-12-31 $25k 1.0k 24.83

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

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