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

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

Historical chart of Accurate 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 Accurate 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 7.8k 34.88

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Exxon Mobil Corporation (XOM)
Tesla Motors (TSLA)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Financial (XLF)
Zacks Trust Earngs Constant (ZECP)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

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

Kellett Schaffner Wealth Advisors
Brookstone Capital Management
Envestnet Asset Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Central Valley Advisors
Old Mission Capital
Sageworth Trust Company
Branch Banking & Trust Company
Arete Wealth Advisors
Berger Financial Group
Spire Wealth Management

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