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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
2025-12-31 $870k 22k 39.04
2025-09-30 $845k 22k 38.43
2025-06-30 $809k 22k 36.78
2025-03-31 $951k 28k 34.55
2024-12-31 $972k 28k 35.28
2024-09-30 $481k 14k 34.81

More positions owned by Kellett Schaffner Wealth Advisors

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

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
CWM
Mercer Global Advisors
Kestra Advisory Services
Advisory Services Network
Spire Wealth Management
Envestnet Asset Management
Advisor Group Holdings
IMG Wealth Management
Central Valley Advisors
CLS Investments
LPL Financial

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