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 (UOCT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Innovator Etfs Tr s&p 500 ultra
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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 | $996k | 26k | 38.43 |
| 2025-06-30 | $931k | 25k | 36.78 |
| 2025-03-31 | $987k | 29k | 34.55 |
| 2024-12-31 | $1.2M | 34k | 35.28 |
| 2024-09-30 | $976k | 28k | 34.81 |
| 2024-06-30 | $958k | 28k | 34.26 |
| 2024-03-31 | $967k | 29k | 33.59 |
| 2023-12-31 | $927k | 28k | 32.77 |
| 2023-09-30 | $793k | 26k | 30.52 |
| 2023-06-30 | $790k | 26k | 29.87 |
| 2023-03-31 | $811k | 28k | 28.52 |
| 2022-12-31 | $807k | 30k | 27.28 |
| 2022-09-30 | $610k | 23k | 26.25 |
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