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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $110k 3.5k 31.32

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
iShares TR Ibonds 24 Etf (IBTE)
Select Sector SPDR Etf (XLE)
iShares TR Esg Awr Etf (EAGG)
Ishares Ibonds Dec 2025 Term T (IBTF)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
iShares TR 0-3 MNTH Etf (SGOV)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
Ishares Ibonds Dec 2029 Term T (IBTJ)

View all positions for Atlantic Private Wealth

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

SageView Advisory Group
Royal Bank of Canada
Archer Investment Corp
Advisor Group Holdings
Kfg Wealth Management
Sageworth Trust Company
Brookstone Capital Management
Kestra Advisory Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Arete Wealth Advisors
Branch Banking & Trust Company
Outlook Wealth Advisors
Strategic Blueprint
Central Valley Advisors

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