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

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 6.4k 35.79
2025-06-30 $259k 7.5k 34.31
2025-03-31 $293k 9.0k 32.39
2021-06-30 $11k 418 26.32
2021-03-31 $39k 1.5k 26.55
2020-12-31 $68k 2.6k 26.17

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
HighTower Advisors
Kfg Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Advisor Group Holdings
Branch Banking & Trust Company
Commonwealth Equity Services
Pensionmark Financial Group
Envestnet Asset Management
IFP Advisors
Mml Investors Services
Cambridge Investment Research Advisors
PFG Advisors
Stratos Wealth Advisors
Strategic Blueprint

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