Innovatr Sp 500 Ult Etf etf/closed end shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $423k | 12k | 36.86 |
| 2025-03-31 | $395k | 12k | 34.41 |
| 2024-12-31 | $404k | 12k | 35.20 |
| 2024-09-30 | $399k | 12k | 34.74 |
| 2024-06-30 | $480k | 14k | 33.78 |
| 2024-03-31 | $468k | 14k | 32.95 |
| 2023-12-31 | $445k | 14k | 31.32 |
| 2023-09-30 | $605k | 21k | 29.27 |
| 2023-06-30 | $400k | 14k | 29.31 |
| 2023-03-31 | $376k | 14k | 27.50 |
| 2022-12-31 | $351k | 13k | 26.40 |
| 2022-09-30 | $318k | 13k | 25.42 |
| 2022-06-30 | $263k | 9.9k | 26.47 |
| 2022-03-31 | $298k | 11k | 28.39 |
| 2021-12-31 | $301k | 11k | 28.67 |
| 2021-09-30 | $292k | 11k | 27.82 |
| 2021-06-30 | $280k | 10k | 28.09 |
| 2021-03-31 | $275k | 10k | 27.59 |
| 2020-12-31 | $269k | 10k | 26.99 |
| 2020-09-30 | $466k | 18k | 25.97 |
More positions owned by H D Vest Advisory Services
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