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Innovator Etfs Tr s&p 500 ultra shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth 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 Keystone Wealth 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 Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $640k 20k 32.65
2023-12-31 $602k 20k 30.74
2023-09-30 $555k 19k 28.66

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
ConocoPhillips (COP)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Ishares Tr Core Total Usd (IUSB)

View all positions for Keystone Wealth Services

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