Innovator Etfs Tr s&p 500 ultra shares owned by AE Wealth Management
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UDEC) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Innovator Etfs Tr s&p 500 ultra
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $645k | 17k | 38.37 |
| 2025-06-30 | $597k | 16k | 36.44 |
| 2025-03-31 | $647k | 19k | 34.30 |
| 2024-12-31 | $892k | 25k | 35.09 |
| 2024-09-30 | $485k | 14k | 35.00 |
| 2024-06-30 | $479k | 14k | 34.29 |
| 2024-03-31 | $489k | 15k | 33.42 |
| 2023-12-31 | $507k | 16k | 32.44 |
| 2023-09-30 | $270k | 9.2k | 29.38 |
| 2023-06-30 | $641k | 21k | 30.19 |
| 2023-03-31 | $611k | 21k | 28.51 |
| 2022-12-31 | $281k | 10k | 27.43 |
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