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Innovatr Sp 500 Ult Etf etf/closed end shares owned by FC Advisory

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

Historical chart of FC Advisory 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 FC Advisory 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 FC Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $226k 6.9k 32.95
2023-12-31 $215k 6.9k 31.32
2023-09-30 $201k 6.9k 29.27
2023-06-30 $202k 6.9k 29.31

More positions owned by FC Advisory

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Broad Usd High (USHY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Msci Total (IXUS)
Ssga Active Etf Tr Blackstone Senr (SRLN)

View all positions for FC Advisory

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

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
Envestnet Asset Management
Central Valley Advisors
Cambridge Investment Research Advisors

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