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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 (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

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
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

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Ultra Short Govt (BILZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Aim Etf Products Trust Allianzim U S La (SIXD)

View all positions for AE Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
LPL Financial
Brookstone Capital Management
Branch Banking & Trust Company
Jane Street
Bedel Financial Consulting
CWM
Central Valley Advisors
AE Wealth Management
Compass Advisory Group
Centaurus Financial
Susquehanna International

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