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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Central Valley Advisors

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

Historical chart of Central Valley Advisors 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 Central Valley Advisors 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 Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 59k 35.20
2024-09-30 $2.1M 60k 34.74
2024-06-30 $604k 28k 21.44
2024-03-31 $929k 28k 32.95
2023-12-31 $883k 28k 31.32

More positions owned by Central Valley Advisors

Apple (AAPL)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Rus 1000 Val Etf (IWD)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)

View all positions for Central Valley Advisors

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

Kellett Schaffner Wealth Advisors
Brookstone Capital Management
Sovran Advisors
Envestnet Asset Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Central Valley Advisors
Branch Banking & Trust Company
Sageworth Trust Company
Arete Wealth Advisors
Berger Financial Group
Spire Wealth Management

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