Hanson McClain Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Usd Inv Grde Etf (USIG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain Advisors

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

Kellett Schaffner Wealth Advisors
Brookstone Capital Management
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