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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Hanson McClain Advisors

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

Historical chart of Hanson McClain Advisors investment in Innovatr Sp 500 Ult Etf etf/closed end

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All positions including Innovatr Sp 500 Ult Etf etf/closed end held by Hanson McClain 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 Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $455k 12k 38.67
2025-06-30 $458k 12k 36.86
2025-03-31 $430k 13k 34.00
2024-12-31 $459k 13k 35.82
2024-09-30 $470k 14k 34.74
2024-06-30 $468k 14k 33.94

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple Call Call Option (Principal) (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Usd Inv Grde Etf (USIG)
Nvidia Corporation Call Call Option (Principal) (NVDA)

View all positions for Hanson McClain 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