SageView Advisory Group »

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 (UNOV) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-06-30 $449k 14k 33.32
2023-12-31 $14k 434k 0.03
2023-06-30 $301k 9.8k 30.76
2023-03-31 $283k 9.8k 28.96
2022-12-31 $271k 9.8k 27.71

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfli High Yld (Principal) (SPHY)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Innovator Etfs Tr s&p 500 ultra

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brookstone Capital Management
Commonwealth Equity Services
Buska Wealth Management
Kfg Wealth Management
Castle Rock Wealth Management
Atticus Wealth Management
AE Wealth Management
Spire Wealth Management
Jane Street
Raymond James Financial Services Advisors
Central Valley Advisors
Cetera Investment Advisers
SageView Advisory Group
Kestra Advisory Services

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