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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 (UFEB) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management 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 AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $142k 3.9k 36.79
2025-09-30 $143k 4.0k 35.79
2025-06-30 $145k 4.2k 34.31
2025-03-31 $213k 6.6k 32.38
2024-12-31 $145k 4.4k 33.28
2024-03-31 $205k 6.6k 30.79
2023-03-31 $5.8M 220k 26.54
2022-12-31 $5.6M 213k 26.33
2022-09-30 $5.7M 219k 25.91