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

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

Historical chart of Kfg 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 Kfg 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 Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 77k 32.95
2023-12-31 $2.4M 75k 31.32
2023-09-30 $1.3M 45k 29.27
2023-06-30 $576k 20k 29.31
2023-03-31 $544k 20k 27.69
2022-12-31 $551k 21k 26.40