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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 (UJAN) 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
2025-09-30 $108k 2.6k 42.13
2025-06-30 $100k 2.5k 40.45
2025-03-31 $128k 3.4k 38.14
2024-12-31 $133k 3.4k 38.95
2022-09-30 $279k 9.6k 29.14
2022-06-30 $338k 12k 29.15
2022-03-31 $340k 11k 30.91

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
Sonoma Allocations
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
CWM
Branch Banking & Trust Company
Hartland & Co
Brookstone Capital Management
Berkshire Money Management
We Are One Seven
LPL Financial
Prairie Wealth Advisors
Raymond James Financial

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