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Innovator Etfs Tr s&p 500 ultra shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UAUG) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $280k 7.5k 37.42
2025-03-31 $279k 8.1k 34.62
2024-12-31 $286k 8.1k 35.51
2024-09-30 $283k 8.1k 35.03
2024-06-30 $205k 6.1k 33.65

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

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