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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
2024-03-31 $3.8M 115k 32.65
2023-12-31 $6.2M 202k 30.74
2023-09-30 $4.0M 140k 28.26

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Apple (AAPL)
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Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Broadcom (AVGO)

View all positions for Pallas Capital Advisors

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