Innovatr Sp 500 Ult Etf etf/closed end shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Innovatr Sp 500 Ult Etf etf/closed end
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Quarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 33k | 38.65 |
| 2025-06-30 | $1.3M | 36k | 36.87 |
| 2025-03-31 | $1.3M | 37k | 34.47 |
| 2024-12-31 | $1.4M | 39k | 35.15 |
| 2024-09-30 | $1.4M | 40k | 34.62 |
| 2024-03-31 | $1.5M | 44k | 32.95 |
| 2023-12-31 | $1.4M | 44k | 31.32 |
| 2023-09-30 | $823k | 28k | 29.27 |
| 2023-06-30 | $1.4M | 48k | 29.32 |
| 2023-03-31 | $1.4B | 51k | 27497.39 |
| 2022-12-31 | $1.3B | 50k | 26400.00 |
| 2022-09-30 | $1.4M | 55k | 25.41 |
| 2022-06-30 | $1.5M | 58k | 26.47 |
| 2022-03-31 | $1.3M | 45k | 28.37 |
| 2021-12-31 | $1.2M | 41k | 28.69 |
| 2021-09-30 | $1.1M | 41k | 27.80 |
| 2021-06-30 | $0 | 43k | 0.00 |
| 2021-03-31 | $1.2M | 43k | 27.64 |
| 2020-12-31 | $1.2M | 43k | 26.95 |
| 2020-09-30 | $1.1M | 43k | 25.95 |
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