SageView Advisory Group »

Innovator Etfs Tr s&p 500 ultra shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UFEB) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group 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 SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $46k 1.4M 0.03
2023-06-30 $715k 26k 27.83
2023-03-31 $682k 26k 26.54
2022-12-31 $923k 35k 26.33

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

SageView Advisory Group
Brookstone Capital Management
Stratos Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Kfg Wealth Management
Alera Investment Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
Citadel Advisors
Nations Financial Group
Spire Wealth Management
Arete Wealth Advisors

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