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Innovatr Sp 500 Ult Etf etf/closed end shares owned by CGC Financial Services

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

Historical chart of CGC Financial Services 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 CGC Financial Services 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 CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $264 8 33.00
2023-12-31 $19k 594 31.31
2023-09-30 $813k 28k 29.27

More positions owned by CGC Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Moment (IMTM)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Bd Index Fds Intermed Term (BIV)
Nike CL B (NKE)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Value Etf (VTV)

View all positions for CGC Financial Services

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