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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
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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

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
Kfg Wealth Management
Brookstone Capital Management
Bedel Financial Consulting
Kestra Advisory Services
Branch Banking & Trust Company
Advisor Group Holdings
Money Concepts Capital Corp
Cambridge Investment Research Advisors
Compass Advisory Group
Townsquare Capital
Harbour Investments
AE Wealth Management
Betterment

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