Who owns Innovatr Sp 500 Ult Etf etf/closed end?
- Ticker: USEP
- CUSIP Number: 45782c649
Tip: Access positions for across all investors
Analyze quarterly positions in Innovatr Sp 500 Ult Etf etf/closed end with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Innovatr Sp 500 Ult Etf etf/closed end stock
Who bought or sold Innovatr Sp 500 Ult Etf etf/closed end this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Brookstone Capital Management | 1.3M | $53M | 2715% | Sep 2026 |
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| Sovran Advisors | 559k | $23M | 0% | Jun 2026 |
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| Kellett Schaffner Wealth Advisors | 322k | $14M | -37% | Sep 2026 |
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| Signature | 171k | $7.2M | -12% | Sep 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 168k | $7.0M | 8% | Sep 2026 |
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| Commonwealth Equity Services | 92k | $3.8M | -2% | Jun 2026 |
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| Advisor Group Holdings | 89k | $3.7M | 3% | Jun 2026 |
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| Central Valley Advisors | 80k | $3.4M | 16% | Sep 2026 |
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| Kfg Wealth Management | 79k | $3.3M | 28% | Sep 2026 |
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| Kestra Advisory Services | 74k | $3.1M | -29% | Jun 2026 |
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| Concurrent Investment Advisors | 74k | $3.1M | 100% | Sep 2026 |
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| Spire Wealth Management | 72k | $3.0M | 15% | Sep 2026 |
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| Cetera Investment Advisers | 66k | $2.7M | -3% | Jun 2026 |
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| Berkshire Money Management | 62k | $2.6M | 100% | Sep 2026 |
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| Susquehanna International | 60k | $2.5M | 249% | Jun 2026 |
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| Envestnet Asset Management | 53k | $2.2M | -4% | Jun 2026 |
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| Old Mission Capital | 39k | $1.6M | 61% | Jun 2026 |
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| Mml Investors Services | 38k | $1.6M | 3% | Jun 2026 |
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| Advisory Services Network | 36k | $1.5M | -1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 32k | $1.3M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 31k | $1.3M | -28% | Sep 2026 |
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| Berger Financial Group | 30k | $1.3M | -7% | Jun 2026 |
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| Strategic Blueprint | 29k | $1.2M | 0% | Sep 2026 |
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| LPL Financial | 29k | $1.2M | 51% | Jun 2026 |
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| Arete Wealth Advisors | 27k | $1.1M | -17% | Jun 2026 |
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| HighTower Advisors | 26k | $1.1M | 0% | Jun 2026 |
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| Accurate Wealth Management | 25k | $1.1M | 412% | Sep 2026 |
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| Fiduciary Financial Group | 24k | $1.0M | 0% | Sep 2026 |
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| Foundations Investment Advisors | 20k | $811k | -17% | Jun 2026 |
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| First Commonwealth Financial Corporation | 19k | $799k | 0% | Jun 2026 |
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| Madrona Financial Services | 19k | $794k | 100% | Sep 2026 |
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| Legacy Advisors | 19k | $791k | 0% | Sep 2026 |
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| Sageworth Trust Company | 19k | $778k | -22% | Jun 2026 |
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| Steel Peak Wealth Management | 19k | $790k | -8% | Sep 2026 |
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| Raymond James Financial | 17k | $711k | -28% | Jun 2026 |
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| Citadel Advisors | 17k | $698k | 3% | Jun 2026 |
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| BCJ Capital Management | 16k | $667k | 30% | Sep 2026 |
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| Lantz Financial | 16k | $654k | 65% | Sep 2026 |
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| Bedel Financial Consulting | 15k | $603k | 0% | Jun 2026 |
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| Nations Financial Group | 13k | $531k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 13k | $520k | 100% | Jun 2026 |
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| IMG Wealth Management | 12k | $521k | 23% | Sep 2026 |
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| Advus Financial Partners | 12k | $495k | 0% | Sep 2026 |
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| ATX Financial Planning | 12k | $495k | 100% | Sep 2026 |
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| First Heartland Consultants | 10k | $424k | 1% | Sep 2026 |
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| Atticus Wealth Management | 10k | $418k | 0% | Sep 2026 |
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| Cornerstone Wealth Group | 9.4k | $389k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 9.2k | $378k | -18% | Jun 2026 |
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| Mtm Financial Group | 9.2k | $378k | 0% | Jun 2026 |
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| Wood Tarver Financial Group | 9.0k | $372k | -22% | Jun 2026 |
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| Chris Bulman | 8.6k | $362k | 100% | Sep 2026 |
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| Outlook Wealth Advisors | 8.6k | $360k | 0% | Sep 2026 |
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| Sonoma Allocations | 8.3k | $345k | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 8.1k | $343k | 100% | Sep 2026 |
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| Archer Investment Corp | 8.0k | $332k | -26% | Jun 2026 |
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| Core Wealth Advisors | 7.7k | $318k | 0% | Jun 2026 |
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| AE Wealth Management | 7.6k | $315k | 2% | Jun 2026 |
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| Continuum Advisory | 7.5k | $310k | -29% | Jun 2026 |
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| Todd Wealth Management | 7.0k | $293k | 100% | Sep 2026 |
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| Hiley Hunt Wealth Management | 6.9k | $292k | 100% | Sep 2026 |
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| Jane Street | 5.9k | $245k | 100% | Jun 2026 |
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| Harbour Investments | 5.8k | $240k | -17% | Jun 2026 |
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| FC Advisory | 5.7k | $238k | 0% | Sep 2026 |
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| TopTier Wealth Management | 5.7k | $238k | 0% | Sep 2026 |
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| AssuredPartners Investment Advisors | 5.6k | $232k | -56% | Jun 2026 |
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| Plum Street Advisors | 5.4k | $223k | 0% | Jun 2026 |
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| Silver Oak Securities | 5.3k | $221k | 100% | Jun 2026 |
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| WorthPointe | 5.3k | $219k | 0% | Jun 2026 |
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| Vantage Point Financial | 5.1k | $211k | 100% | Jun 2026 |
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| Colton Groome Financial Advisors | 5.1k | $214k | -19% | Sep 2026 |
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| Hrt Financial | 5.1k | $210k | 100% | Jun 2026 |
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| Truvestments Capital | 4.3k | $179k | 0% | Jun 2026 |
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| Aptus Capital Advisors | 4.2k | $173k | 0% | Jun 2026 |
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| DHJJ Financial Advisors | 3.9k | $165k | 0% | Sep 2026 |
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| Evolution Wealth Management | 3.6k | $150k | 172% | Sep 2026 |
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| Steward Partners Investment Advisory | 3.4k | $139k | 0% | Jun 2026 |
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| SRS Capital Advisors | 3.1k | $129k | 0% | Jun 2026 |
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| Emerald Investment Partners | 3.0k | $122k | -11% | Jun 2026 |
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| Coconut Grove Bank | 1.9k | $80k | 100% | Sep 2026 |
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| Talon Private Wealth | 1.3k | $54k | 3% | Jun 2026 |
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| UMA Financial Services | 830.00 | $35k | -89% | Sep 2026 |
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| CoreCap Advisors | 701.00 | $30k | 100% | Sep 2026 |
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| IFS Advisors | 672.00 | $28k | 100% | Sep 2026 |
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| Financial Network Wealth Advisors | 596.00 | $25k | -15% | Sep 2026 |
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| Royal Bank of Canada | 500.00 | $21k | 0% | Jun 2026 |
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| Tounjian Advisory Partners | 200.00 | $8.3k | 100% | Jun 2026 |
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| Compass Financial Management | 91.00 | $3.8k | 100% | Jun 2026 |
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| Keating Financial Advisory Services | 62.00 | $2.6k | 0% | Jun 2026 |
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| UBS Group | 1.00 | $41.000000 | 0% | Jun 2026 |
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Who sold out of Innovatr Sp 500 Ult Etf etf/closed end?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Creative Planning | Mar 2026 | 30k | $1.2M |
| PFG Advisors | Jun 2026 | 12k | $493k |
| Miracle Mile Advisors | Mar 2026 | 9.0k | $349k |
| Goldman Sachs Group | Mar 2026 | 5.8k | $226k |
| Rps Advisory Solutions | Mar 2026 | 5.8k | $224k |
| Guardian Wealth Advisors, Llc / Nc | Mar 2026 | 4.2k | $161k |
| Capital Analysts | Mar 2026 | 1.8k | $70k |
| Barclays | Mar 2026 | 1.2k | $46k |