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Innovator Etfs Tr s&p 500 ultra shares owned by Heritage Wealth Partners

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

Historical chart of Heritage Wealth Partners 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 Heritage Wealth Partners 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 Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $705k 20k 34.62
2024-12-31 $790k 22k 35.51
2024-09-30 $2.5M 71k 35.03
2024-06-30 $603k 18k 33.65
2024-03-31 $1.2M 40k 30.74
2023-12-31 $1.2M 40k 30.74
2023-09-30 $1.3M 47k 28.66

More positions owned by Heritage Wealth Partners

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Partners

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