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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Fort Point Capital Partners

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

Historical chart of Fort Point Capital 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 Fort Point Capital 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 6.0k 34.74
2024-06-30 $203k 6.0k 33.78

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Freshpet (FRPT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Fort Point Capital Partners

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

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Envestnet Asset Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Central Valley Advisors
Old Mission Capital
Sageworth Trust Company
Branch Banking & Trust Company
Arete Wealth Advisors
Berger Financial Group
Spire Wealth Management

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