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Innovator Etfs Tr s&p 500 ultra shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UFEB) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire 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 Spire 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 Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $605k 20k 30.80
2023-12-31 $16k 545 29.62
2023-09-30 $15k 545 27.51
2023-06-30 $15k 545 27.83
2023-03-31 $15k 545 26.54

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Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
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Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spire Wealth Management

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