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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth 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 Kellett Schaffner Wealth 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 883k 34.74

More positions owned by Kellett Schaffner Wealth Advisors

Innovator Etfs Trust Us Eqty Ultra B (USEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Kellett Schaffner Wealth 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