Arete Wealth Advisors »

Innovator Etfs Tr s&p 500 ultra shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJUN) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors 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 Arete Wealth Advisors 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $418k 14k 30.06
2023-06-30 $439k 15k 28.57
2023-03-31 $596k 22k 27.59
2022-12-31 $537M 20k 26794.90
2022-09-30 $603k 23k 26.03
2022-06-30 $578k 22k 26.60
2022-03-31 $239k 8.1k 29.34
2021-12-31 $209k 7.1k 29.44

More positions owned by Arete Wealth Advisors

Abbvie (ABBV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Disney Walt Com Disney (DIS)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fs Kkr Capital Corp (FSK)
Spdr Gold Trust Gold Shs (GLD)
Spdr Ser Tr Spdr Bloomberg (BIL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Shrt Trs Bd Etf (SHV)

View all positions for Arete Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

BCJ Capital Management
Berger Financial Group
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Advisor Group Holdings
Brookstone Capital Management
Kfg Wealth Management
Castle Rock Wealth Management
SageView Advisory Group
Jane Street
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Arete Wealth Advisors
PFG Advisors
Citadel Advisors

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