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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $369k 9.5k 38.67

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View all positions for Lantz Financial

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