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Innovator Etfs Tr s&p 500 ultra shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 6.8k 35.03
2024-06-30 $227k 6.8k 33.65
2024-03-31 $2.1M 66k 32.65
2023-12-31 $1.8M 59k 30.74

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

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