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Innovator Etfs Tr s&p 500 ultra shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UOCT) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $481k 14k 34.81

More positions owned by Kellett Schaffner Wealth Advisors

Innovator Etfs Trust Us Eqty Ultra B (USEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Kellett Schaffner Wealth Advisors

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
Bedel Financial Consulting
CWM
Central Valley Advisors
AE Wealth Management
Compass Advisory Group
Centaurus Financial
Townsquare Capital
Money Concepts Capital Corp

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