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Innovator Etfs Tr s&p 500 ultra shares owned by Sterling Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UAUG) shares owned by Sterling Financial Planning from 13F filings

Historical chart of Sterling Financial Planning 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 Sterling Financial Planning 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 Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $293k 8.4k 35.03
2024-06-30 $284k 8.4k 33.65
2024-03-31 $276k 8.4k 32.65
2023-12-31 $260k 8.4k 30.74

More positions owned by Sterling Financial Planning

Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Sterling Financial Planning

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