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Innovator Etfs Tr s&p 500 ultra shares owned by Tradition Wealth Management

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 5.4k 39.04
2021-06-30 $23k 839 27.41
2021-03-31 $3.4M 123k 27.28
2020-12-31 $8.0M 296k 26.95

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Tradition Wealth Management

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