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Innovatr Sp 500 Ult Etf etf/closed end shares owned by HFG Wealth Management

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

Historical chart of HFG Wealth Management 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 HFG Wealth Management 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 HFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 6.8k 33.78
2024-06-30 $230k 6.8k 33.78
2024-03-31 $224k 6.8k 32.95
2023-12-31 $229k 7.3k 31.32
2023-03-31 $2.0M 74k 27.50

More positions owned by HFG Wealth Management

Innovator Etfs Trust Intrnl Dev Aprl (IAPR)
Northern Lights Fd Tr Toews Agilty Shs (MRSK)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
First Tr Exchange-traded Ft Vest Gold (IGLD)
Dimensional Etf Trust World Equity Etf (DFAW)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)

View all positions for HFG Wealth Management

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