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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Emerald Investment Partners

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

Historical chart of Emerald Investment Partners 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 Emerald Investment Partners 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 Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $187k 5.7k 32.95
2023-12-31 $178k 5.7k 31.32
2023-09-30 $167k 5.7k 29.27

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 20+ Year Tr Bd (TLTW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Emerald Investment Partners

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

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Kfg Wealth Management
Sageworth Trust Company
Brookstone Capital Management
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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