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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

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

Quarter filed Position value Share count Share price at filing
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

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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