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Innovator Etfs Tr s&p 500 ultra shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJUN) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $612k 17k 36.69
2025-06-30 $601k 17k 36.02
2025-03-31 $910k 28k 33.14
2024-12-31 $928k 28k 33.81
2024-09-30 $569k 17k 33.23
2024-06-30 $1.6M 50k 32.00
2023-12-31 $1.1k 35k 0.03

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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