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

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

Historical chart of Accurate 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 Accurate 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 9.4k 39.17
2025-06-30 $278k 7.4k 37.75
2025-03-31 $248k 7.4k 33.73
2024-12-31 $412k 12k 35.50
2024-09-30 $470k 13k 35.17

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
Archer Investment Corp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
MBL Wealth
Kestra Advisory Services
Envestnet Asset Management
Fiduciary Financial Group
Spire Wealth Management
Berger Financial Group
Central Valley Advisors
Strategic Blueprint

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