Innovatr Sp 500 Ult Etf etf/closed end shares owned by Fermata Advisors
Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Innovatr Sp 500 Ult Etf etf/closed end
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Quarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $321k | 9.2k | 34.74 |
| 2024-06-30 | $213k | 6.3k | 33.78 |
| 2024-03-31 | $208k | 6.3k | 32.95 |
| 2023-09-30 | $464k | 16k | 29.27 |
| 2022-12-31 | $290k | 11k | 26.40 |
| 2022-09-30 | $850k | 34k | 25.41 |
| 2022-06-30 | $1.4M | 55k | 26.47 |
| 2022-03-31 | $1.7M | 59k | 28.36 |
| 2021-12-31 | $1.8M | 62k | 28.70 |
| 2021-09-30 | $1.3M | 46k | 27.80 |
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