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Innovator Etfs Tr s&p 500 ultra shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $273k 7.8k 35.03

More positions owned by Kellett Schaffner Wealth Advisors

Innovator Etfs Trust Us Eqty Ultra B (USEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Kellett Schaffner Wealth Advisors

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