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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors | 464k | $15M | -14% | Dec 2023 |
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| SageView Advisory Group | 444k | $14k | 100% | Dec 2023 |
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| Royal Bank of Canada | 125k | $3.9M | 24371% | Dec 2023 |
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| Archer Investment Corp | 107k | $3.3M | 2% | Dec 2023 |
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| Advisor Group Holdings | 83k | $2.6M | -11% | Dec 2023 |
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| Kfg Wealth Management | 75k | $2.4M | 68% | Dec 2023 |
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| Sageworth Trust Company | 58k | $1.9M | 0% | Mar 2024 |
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| Brookstone Capital Management | 57k | $1.9M | -88% | Mar 2024 |
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| Kestra Advisory Services | 55k | $1.7M | 325% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 55k | $1.7M | -8% | Dec 2023 |
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| Commonwealth Equity Services | 45k | $1.4M | 70% | Dec 2023 |
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| Arete Wealth Advisors | 44k | $1.4M | 56% | Dec 2023 |
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| Branch Banking & Trust Company | 43k | $1.3M | 13% | Dec 2023 |
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| Strategic Blueprint | 38k | $1.2M | -20% | Dec 2023 |
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| Cambridge Investment Research Advisors | 29k | $919k | -17% | Dec 2023 |
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| Central Valley Advisors | 28k | $929k | 0% | Mar 2024 |
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| Spire Wealth Management | 20k | $637k | 0% | Dec 2023 |
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| Money Concepts Capital Corp | 20k | $612k | 100% | Dec 2023 |
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| First Commonwealth Financial Corporation | 19k | $605k | 0% | Dec 2023 |
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| Bedel Financial Consulting | 15k | $457k | 0% | Dec 2023 |
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| H D Vest Advisory Services | 14k | $445k | -31% | Dec 2023 |
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| Continuum Advisory | 13k | $401k | 100% | Dec 2023 |
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| AE Wealth Management | 11k | $355k | 49% | Dec 2023 |
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| Atticus Wealth Management | 10k | $330k | 0% | Mar 2024 |
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| Townsquare Capital | 9.8k | $307k | 36% | Dec 2023 |
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| Berger Financial Group | 9.6k | $316k | 0% | Mar 2024 |
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| Cornerstone Wealth Group | 9.4k | $310k | 0% | Mar 2024 |
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| Miracle Mile Advisors | 9.0k | $297k | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 8.9k | $277k | 100% | Dec 2023 |
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| FC Advisory | 6.9k | $215k | 0% | Dec 2023 |
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| Visionary Wealth Advisors | 6.8k | $213k | 100% | Dec 2023 |
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| Harbour Investments | 6.5k | $204k | -16% | Dec 2023 |
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| Strata Wealth Advisors | 6.4k | $211k | 0% | Mar 2024 |
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| Worth Financial Advisory Group | 6.4k | $200k | 100% | Dec 2023 |
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| RFG Advisory | 6.3k | $209k | 100% | Mar 2024 |
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| Fermata Advisors | 6.3k | $208k | 100% | Mar 2024 |
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| Sugarloaf Wealth Management | 6.2k | $195k | 0% | Dec 2023 |
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| Emerald Investment Partners | 5.7k | $178k | -1% | Dec 2023 |
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| Atlantic Private Wealth | 3.5k | $110k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 3.4k | $106k | 100% | Dec 2023 |
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| DHJJ Financial Advisors | 3.0k | $99k | -6% | Mar 2024 |
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| Bank Of Montreal | 900.00 | $28k | 0% | Dec 2023 |
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| CGC Financial Services | 594.00 | $19k | -98% | Dec 2023 |
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| CWM | 140.00 | $5.0k | -42% | Mar 2024 |
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| UBS Group | 115.00 | $3.6k | 11400% | Dec 2023 |
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| Newbridge Financial Services Group | 74.00 | $2.3k | 0% | Dec 2023 |
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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 |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 14k | $405k |
| Milestone Asset Management | Sep 2023 | 12k | $349k |
| Foundations Investment Advisors | Sep 2023 | 8.1k | $237k |
| IFP Advisors | Sep 2023 | 2.1k | $61k |
| Cornerstone Planning Group | Sep 2023 | 647.00 | $19k |