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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
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

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Heritage Wealth Partners

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
Soltis Investment Advisors
MBL Wealth
Raymond James & Associates
Pallas Capital Advisors
BCJ Capital Management

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