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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Colton Groome Financial Advisors

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

Historical chart of Colton Groome Financial 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 Colton Groome Financial 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 Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 6.3k 39.33

More positions owned by Colton Groome Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Con (XLY)
Broadcom (AVGO)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Colton Groome Financial Advisors

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

Brookstone Capital Management
Kellett Schaffner Wealth Advisors
Sovran Advisors
Signature
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Advisor Group Holdings
Kfg Wealth Management
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