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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Financial Network Wealth Advisors

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

Historical chart of Financial Network Wealth Advisors 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 Financial Network Wealth Advisors 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 Financial Network Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $46k 1.2k 38.67
2025-06-30 $44k 1.2k 36.86
2025-03-31 $41k 1.2k 34.41
2024-12-31 $42k 1.2k 35.20
2024-09-30 $41k 1.2k 34.74
2024-06-30 $40k 1.2k 33.78

More positions owned by Financial Network Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Global X Fds 1-3 Month T-bill (CLIP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust High Yld Munietf (HYD)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
McDonald's Corporation (MCD)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)

View all positions for Financial Network Wealth Advisors

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