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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
2025-09-30 $938k 24k 38.67
2025-06-30 $894k 24k 36.84
2025-03-31 $811k 24k 33.42
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)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Fiduciary Financial Group

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