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Innovator Etfs Tr s&p 500 ultra shares owned by Pallas Capital Advisors

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

Historical chart of Pallas Capital 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 Pallas Capital 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 Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 115k 35.15
2024-06-30 $3.8M 112k 33.81
2024-03-31 $3.8M 115k 32.65
2023-12-31 $6.2M 202k 30.74
2023-09-30 $4.0M 140k 28.26

More positions owned by Pallas Capital Advisors

Bruker Corporation (BRKR)
Global Partners Com Units (GLP)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
NVIDIA Corporation (NVDA)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Pallas Capital Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Kestra Advisory Services
Kfg Wealth Management
Onyx Bridge Wealth Group
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Archer Investment Corp
MBL Wealth
Raymond James & Associates
Pallas Capital Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Berger Financial Group
Heritage Wealth Partners
Fiduciary Financial Group

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