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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory 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 Continuum Advisory 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $471k 13k 35.20
2024-06-30 $427k 13k 33.78
2024-03-31 $419k 13k 33.13
2023-12-31 $401k 13k 31.32

More positions owned by Continuum Advisory

Capital Group Dividend Value Etf Etf (CGDV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Invesco Qqq Trust Series I Etf (QQQ)
Amazon Stock (AMZN)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Nvidia Corporation Stock (NVDA)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

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

Kellett Schaffner Wealth Advisors
Brookstone Capital Management
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
Old Mission Capital
Sageworth Trust Company
Branch Banking & Trust Company
Arete Wealth Advisors
Berger Financial Group
Spire Wealth Management

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