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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Bedel Financial Consulting

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

Historical chart of Bedel Financial Consulting 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 Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 15k 38.67
2025-06-30 $538k 15k 36.86
2025-03-31 $503k 15k 34.50
2024-12-31 $522k 15k 35.76
2024-09-30 $507k 15k 34.74
2024-06-30 $493k 15k 33.78
2024-03-31 $481k 15k 32.95
2023-12-31 $457k 15k 31.32
2023-09-30 $427k 15k 29.27
2023-06-30 $428k 15k 29.31
2023-03-31 $401k 15k 27.50
2022-12-31 $385k 15k 26.40
2022-09-30 $381k 15k 26.11
2022-06-30 $386k 15k 26.45
2022-03-31 $414k 15k 28.37
2021-12-31 $419k 15k 28.71
2021-09-30 $394k 14k 27.81
2021-06-30 $310k 11k 28.10
2021-03-31 $331k 12k 27.63
2020-12-31 $325k 12k 27.13
2020-09-30 $302k 12k 26.04

More positions owned by Bedel Financial Consulting

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Eli Lilly & Co. Put Option (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Bedel Financial Consulting

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

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

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