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

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

Historical chart of LPL 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 LPL 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $736k 21k 34.74
2024-06-30 $782k 23k 33.78
2024-03-31 $846k 26k 32.95
2023-09-30 $853k 29k 29.27
2023-06-30 $661k 23k 29.31
2023-03-31 $700k 25k 27.50
2022-12-31 $445k 17k 26.40
2022-09-30 $255k 10k 25.44
2022-06-30 $265k 10k 26.44