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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group investment in Innovatr Sp 500 Ult Etf etf/closed end

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All positions including Innovatr Sp 500 Ult Etf etf/closed end held by Cornerstone Wealth Group 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 Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 9.4k 38.67
2025-06-30 $347k 9.4k 36.86
2025-03-31 $324k 9.4k 34.41
2024-12-31 $331k 9.4k 35.20
2024-09-30 $327k 9.4k 34.74
2024-06-30 $318k 9.4k 33.78
2024-03-31 $310k 9.4k 32.95
2023-12-31 $295k 9.4k 31.32
2023-09-30 $276k 9.4k 29.27
2023-06-30 $276k 9.4k 29.31
2023-03-31 $388k 14k 27.50
2022-12-31 $373k 14k 26.40
2022-09-30 $359k 14k 25.43