Core Wealth Advisors »

Innovatr Sp 500 Ult Etf etf/closed end shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth 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 Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 7.7k 38.67
2025-06-30 $284k 7.7k 36.86
2025-03-31 $367k 11k 34.41
2024-12-31 $375k 11k 35.20
2024-09-30 $370k 11k 34.74

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Diversifid Crp (KORP)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

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

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