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

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

Historical chart of Octavia 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 Octavia 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 5.5k 39.92
2025-09-30 $215k 5.5k 39.31

More positions owned by Octavia Wealth Advisors

Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Cr 5 10 Yr Etf (IMTB)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Starboard Invt Tr Adaptive Alpha (AGOX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Octavia Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Broussard Financial Group
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
MBL Wealth
Kestra Advisory Services
Archer Investment Corp
Envestnet Asset Management
Spire Wealth Management
Fiduciary Financial Group
Berger Financial Group
Central Valley Advisors

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