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Innovator Etfs Tr s&p 500 ultra shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UAUG) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J 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 4J 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 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 8.0k 35.03
2024-06-30 $268k 8.0k 33.65
2024-03-31 $260k 8.0k 32.65
2023-12-31 $254k 8.3k 30.74

More positions owned by 4J Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Us Treas Bd Etf (GOVT)
T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Floating Rate (TFLR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Apple (AAPL)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Northrop Grumman Corporation (NOC)

View all positions for 4J Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Kestra Advisory Services
Kfg Wealth Management
Onyx Bridge Wealth Group
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Archer Investment Corp
MBL Wealth
Raymond James & Associates
Pallas Capital Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Berger Financial Group
Heritage Wealth Partners
Fiduciary Financial Group

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