Innovatr Sp 500 Ult Etf etf/closed end shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in Innovatr Sp 500 Ult Etf etf/closed end
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All positions including Innovatr Sp 500 Ult Etf etf/closed end held by Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 10k | 38.67 |
| 2025-06-30 | $369k | 10k | 36.86 |
| 2025-03-31 | $344k | 10k | 34.41 |
| 2024-12-31 | $352k | 10k | 35.20 |
| 2024-09-30 | $347k | 10k | 34.74 |
| 2024-06-30 | $338k | 10k | 33.78 |
| 2024-03-31 | $330k | 10k | 32.95 |
| 2023-12-31 | $313k | 10k | 31.32 |
| 2023-09-30 | $293k | 10k | 29.27 |
| 2023-06-30 | $293k | 10k | 29.31 |
| 2023-03-31 | $275k | 10k | 27.50 |
| 2022-12-31 | $264k | 10k | 26.40 |
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