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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Advus Financial Partners

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

Historical chart of Advus Financial Partners 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 Advus Financial Partners 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 Advus Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $487k 12k 41.33
2026-03-31 $494k 13k 38.67
2025-12-31 $503k 13k 39.33
2025-09-30 $494k 13k 38.67
2025-06-30 $471k 13k 36.86

More positions owned by Advus Financial Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)

View all positions for Advus Financial Partners

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

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Signature
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Advisor Group Holdings
Kestra Advisory Services
Central Valley Advisors
Cetera Investment Advisers
Spire Wealth Management
Kfg Wealth Management
Susquehanna International
Envestnet Asset Management
Brookstone Capital Management
Branch Banking & Trust Company

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