Innovator Etfs Tr s&p 500 ultra shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UAUG) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Innovator Etfs Tr s&p 500 ultra
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 10k | 39.35 |
| 2025-06-30 | $289k | 7.7k | 37.48 |
| 2025-03-31 | $292k | 8.4k | 34.68 |
| 2024-12-31 | $383k | 11k | 35.47 |
| 2024-09-30 | $421k | 12k | 34.95 |
| 2024-03-31 | $822k | 25k | 32.65 |
| 2023-12-31 | $781k | 25k | 30.74 |
| 2023-06-30 | $796k | 28k | 28.81 |
| 2023-03-31 | $948k | 35k | 27.04 |
| 2022-12-31 | $881M | 34k | 26115.10 |
| 2022-09-30 | $937k | 37k | 25.29 |
| 2022-06-30 | $1.0M | 37k | 26.91 |
| 2022-03-31 | $711k | 25k | 29.05 |
| 2021-12-31 | $620k | 21k | 29.30 |
| 2021-09-30 | $623k | 22k | 28.44 |
| 2021-06-30 | $0 | 18k | 0.00 |
| 2021-03-31 | $543k | 19k | 28.25 |
| 2020-12-31 | $533k | 19k | 27.73 |
| 2020-09-30 | $519k | 19k | 27.01 |
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