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 |
|---|---|---|---|---|---|
| Sovran Advisors | 559k | $23M | 0% | Jun 2026 |
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| Kellett Schaffner Wealth Advisors | 512k | $21M | -1% | Jun 2026 |
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| Signature | 194k | $8.0M | 0% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 148k | $5.7M | 6% | Mar 2026 |
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| Commonwealth Equity Services | 92k | $3.8M | -2% | Jun 2026 |
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| Kfg Wealth Management | 87k | $3.4M | -8% | Mar 2026 |
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| Advisor Group Holdings | 87k | $3.4M | -11% | Mar 2026 |
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| Spire Wealth Management | 81k | $3.1M | 0% | Mar 2026 |
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| Kestra Advisory Services | 74k | $3.1M | -29% | Jun 2026 |
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| Central Valley Advisors | 72k | $2.8M | 0% | Mar 2026 |
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| Cetera Investment Advisers | 69k | $2.6M | 1% | Mar 2026 |
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| Envestnet Asset Management | 55k | $2.1M | 5% | Mar 2026 |
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| Brookstone Capital Management | 50k | $1.9M | -97% | Mar 2026 |
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| Branch Banking & Trust Company | 44k | $1.8M | -9% | Jun 2026 |
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| Mml Investors Services | 37k | $1.4M | -8% | Mar 2026 |
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| Advisory Services Network | 36k | $1.4M | -2% | Mar 2026 |
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| Berger Financial Group | 33k | $1.3M | -1% | Mar 2026 |
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| Arete Wealth Advisors | 33k | $1.3M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 32k | $1.3M | 0% | Jun 2026 |
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| Creative Planning | 30k | $1.2M | 100% | Mar 2026 |
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| Strategic Blueprint | 29k | $1.1M | 0% | Mar 2026 |
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| HighTower Advisors | 26k | $1.0M | 0% | Mar 2026 |
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| Fiduciary Financial Group | 24k | $1.0M | 0% | Jun 2026 |
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| Old Mission Capital | 24k | $931k | 100% | Mar 2026 |
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| Raymond James Financial | 24k | $921k | -1% | Mar 2026 |
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| Foundations Investment Advisors | 24k | $916k | 0% | Mar 2026 |
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| Steel Peak Wealth Management | 20k | $841k | 100% | Jun 2026 |
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| First Commonwealth Financial Corporation | 19k | $747k | 0% | Mar 2026 |
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| LPL Financial | 19k | $730k | -19% | Mar 2026 |
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| Legacy Advisors | 19k | $778k | -22% | Jun 2026 |
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| Sageworth Trust Company | 19k | $778k | -22% | Jun 2026 |
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| Susquehanna International | 17k | $662k | 100% | Mar 2026 |
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| Citadel Advisors | 16k | $634k | 45% | Mar 2026 |
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| Bedel Financial Consulting | 15k | $603k | 0% | Jun 2026 |
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| BCJ Capital Management | 14k | $558k | 0% | Mar 2026 |
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| Nations Financial Group | 13k | $531k | 0% | Jun 2026 |
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| AssuredPartners Investment Advisors | 13k | $498k | -2% | Mar 2026 |
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| PFG Advisors | 12k | $493k | -13% | Jun 2026 |
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| Wood Tarver Financial Group | 12k | $446k | -12% | Mar 2026 |
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| Hanson McClain Advisors | 11k | $429k | -3% | Mar 2026 |
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| Archer Investment Corp | 11k | $419k | -1% | Mar 2026 |
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| Continuum Advisory | 11k | $411k | -5% | Mar 2026 |
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| First Heartland Consultants | 10k | $414k | 100% | Jun 2026 |
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| Atticus Wealth Management | 10k | $387k | 0% | Mar 2026 |
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| Lantz Financial | 9.4k | $390k | -1% | Jun 2026 |
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| Cornerstone Wealth Group | 9.4k | $389k | 0% | Jun 2026 |
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| Mtm Financial Group | 9.2k | $378k | 0% | Jun 2026 |
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| Miracle Mile Advisors | 9.0k | $349k | 0% | Mar 2026 |
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| Outlook Wealth Advisors | 8.6k | $331k | -3% | Mar 2026 |
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| Sonoma Allocations | 8.3k | $345k | 0% | Jun 2026 |
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| Core Wealth Advisors | 7.7k | $298k | 0% | Mar 2026 |
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| AE Wealth Management | 7.5k | $289k | -24% | Mar 2026 |
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| UMA Financial Services | 7.4k | $284k | 0% | Mar 2026 |
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| IMG Wealth Management | 7.3k | $284k | 0% | Mar 2026 |
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| Harbour Investments | 7.0k | $270k | -34% | Mar 2026 |
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| Colton Groome Financial Advisors | 6.3k | $244k | 0% | Mar 2026 |
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| Accurate Wealth Management | 6.1k | $242k | -3% | Mar 2026 |
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| Goldman Sachs Group | 5.8k | $226k | 100% | Mar 2026 |
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| Rps Advisory Solutions | 5.8k | $224k | -3% | Mar 2026 |
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| FC Advisory | 5.7k | $234k | 0% | Jun 2026 |
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| TopTier Wealth Management | 5.7k | $219k | 100% | Mar 2026 |
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| Plum Street Advisors | 5.4k | $209k | 0% | Mar 2026 |
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| WorthPointe | 5.3k | $205k | -20% | Mar 2026 |
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| Truvestments Capital | 4.3k | $168k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 4.2k | $161k | 0% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 4.2k | $161k | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 3.9k | $163k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.4k | $130k | 0% | Mar 2026 |
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| Emerald Investment Partners | 3.3k | $128k | 5% | Mar 2026 |
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| SRS Capital Advisors | 3.1k | $121k | -9% | Mar 2026 |
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| Capital Analysts | 1.8k | $70k | -8% | Mar 2026 |
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| Evolution Wealth Management | 1.3k | $51k | 0% | Mar 2026 |
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| Talon Private Wealth | 1.3k | $49k | 100% | Mar 2026 |
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| Barclays | 1.2k | $46k | 3723% | Mar 2026 |
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| Financial Network Wealth Advisors | 703.00 | $29k | -13% | Jun 2026 |
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| Royal Bank of Canada | 500.00 | $19k | 100% | Mar 2026 |
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| CWM | 140.00 | $5.4k | 0% | Mar 2026 |
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| Keating Financial Advisory Services | 62.00 | $2.4k | 100% | Mar 2026 |
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| UBS Group | 1.00 | $39.000000 | -100% | Mar 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 |
|---|---|---|---|
| Arkadios Wealth Advisors | Dec 2025 | 15k | $572k |
| Garden State Investment Advisory Services | Dec 2025 | 13k | $498k |
| Riverchase Wealth Management | Dec 2025 | 10k | $407k |
| Wealth Enhancement Advisory Services | Dec 2025 | 9.3k | $369k |
| Chris Bulman | Dec 2025 | 6.9k | $270k |
| Gts Securities | Dec 2025 | 5.1k | $202k |
| Vantage Point Financial | Dec 2025 | 5.1k | $201k |