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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Fiduciary Financial Group

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

Historical chart of Fiduciary Financial Group 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 Fiduciary Financial 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 Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $850k 24k 35.06
2024-09-30 $841k 24k 34.66
2024-06-30 $347k 10k 33.97

More positions owned by Fiduciary Financial Group

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Spdr Ser Tr Bloomberg Invt (FLRN)

View all positions for Fiduciary Financial Group

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

Kellett Schaffner Wealth Advisors
Brookstone Capital Management
Sovran Advisors
Envestnet Asset Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Commonwealth Equity Services
SageView Advisory Group
Central Valley Advisors
Advisor Group Holdings
Branch Banking & Trust Company
Sageworth Trust Company
Arete Wealth Advisors
Advisory Services Network

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