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Innovator Etfs Tr s&p 500 ultra shares owned by Old Port Advisors

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

Historical chart of Old Port 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 Old Port 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 Old Port Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 5.5k 39.31
2025-06-30 $206k 5.5k 37.42
2024-03-31 $310k 9.5k 32.65
2023-12-31 $313k 10k 30.74

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View all positions for Old Port Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

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

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