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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

Tip: Access up to 7 years of quarterly data

All positions including Innovatr Sp 500 Ult Etf etf/closed end held by Bedel Financial Consulting 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 Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2023-09-30 $427k 15k 29.27

More positions owned by Bedel Financial Consulting

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

View all positions for Bedel Financial Consulting

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

SageView Advisory Group
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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