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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Atticus Wealth Management

Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by Atticus Wealth Management from 13F filings

Historical chart of Atticus Wealth Management investment in Innovatr Sp 500 Ult Etf etf/closed end

Tip: Access up to 7 years of quarterly data

All positions including Innovatr Sp 500 Ult Etf etf/closed end held by Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 10k 32.95
2023-12-31 $313k 10k 31.32
2023-09-30 $293k 10k 29.27
2023-06-30 $293k 10k 29.31
2023-03-31 $275k 10k 27.50
2022-12-31 $264k 10k 26.40

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Atticus Wealth Management

Top funds holding Innovatr Sp 500 Ult Etf etf/closed end

Royal Bank of Canada
Archer Investment Corp
Kfg Wealth Management
Advisor Group Holdings
Sageworth Trust Company
Brookstone Capital Management
Kestra Advisory Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Arete Wealth Advisors
Branch Banking & Trust Company
Outlook Wealth Advisors
Strategic Blueprint
Central Valley Advisors
Cambridge Investment Research Advisors

View all funds holding Innovatr Sp 500 Ult Etf etf/closed end