Innovatr Sp 500 Ult Etf etf/closed end shares owned by AE Wealth Management
Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $355k | 11k | 31.83 |
| 2023-09-30 | $219k | 7.5k | 29.27 |
| 2023-06-30 | $235k | 8.0k | 29.31 |
| 2023-03-31 | $15M | 557k | 27.50 |
| 2022-12-31 | $11M | 428k | 26.40 |
| 2022-09-30 | $5.1M | 201k | 25.41 |
Top funds holding Innovatr Sp 500 Ult Etf etf/closed end
View all funds holding Innovatr Sp 500 Ult Etf etf/closed end