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

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

Historical chart of AE 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 AE 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.8M 282k 31.29
2023-06-30 $207k 7.2k 28.82
2023-03-31 $25M 932k 27.05
2022-12-31 $24M 904k 26.12
2022-09-30 $24M 954k 25.30
2022-06-30 $387k 14k 26.89

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

SageView Advisory Group
Commonwealth Equity Services
Kfg Wealth Management
Brookstone Capital Management
We Are One Seven
AE Wealth Management
Advisor Group Holdings
Private Client Services
Onyx Bridge Wealth Group
Archer Investment Corp
MBL Wealth
Raymond James & Associates
Pallas Capital Advisors
BCJ Capital Management
Berger Financial Group

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