MBL Wealth »

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

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

Historical chart of MBL Wealth 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 MBL Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 131k 39.31
2025-06-30 $4.6M 124k 37.42
2025-03-31 $4.3M 125k 34.62
2024-12-31 $4.8M 134k 35.51
2024-09-30 $4.8M 137k 35.03
2024-06-30 $4.5M 135k 33.65
2024-03-31 $4.5M 137k 32.65
2023-12-31 $4.5M 146k 30.74
2023-09-30 $3.8M 131k 28.66
2023-06-30 $3.7M 129k 28.82
2023-03-31 $3.4M 127k 27.05