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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 (UJUN) 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 $102k 2.8k 36.69
2025-06-30 $100k 2.8k 35.62
2025-03-31 $93k 2.8k 33.14
2024-12-31 $116k 3.4k 33.81
2024-09-30 $229k 6.9k 33.23
2024-06-30 $217k 6.8k 32.00
2023-09-30 $546k 19k 28.30
2023-06-30 $553k 19k 28.59

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

Brookstone Capital Management
Berger Financial Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
BCJ Capital Management
Kfg Wealth Management
SeaCrest Wealth Management
Spire Wealth Management
Commonwealth Equity Services
Kestra Advisory Services
Central Valley Advisors
Advisor Group Holdings
Castle Rock Wealth Management
Old Mission Capital
O'Connor Financial Group
LPL Financial

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