Innovatr Sp 500 Ult Etf etf/closed end shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Innovatr Sp 500 Ult Etf etf/closed end
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Quarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 8.8k | 38.67 |
| 2025-06-30 | $325k | 8.8k | 36.86 |
| 2025-03-31 | $365k | 11k | 34.41 |
| 2024-12-31 | $442k | 13k | 35.20 |
| 2024-09-30 | $436k | 13k | 34.74 |
| 2024-06-30 | $429k | 14k | 29.95 |
| 2024-03-31 | $1.3M | 40k | 32.95 |
| 2023-12-31 | $15M | 464k | 31.32 |
| 2023-09-30 | $16M | 539k | 29.27 |
| 2023-06-30 | $17M | 575k | 29.31 |
| 2023-03-31 | $17M | 634k | 27.50 |
| 2022-12-31 | $18M | 698k | 26.40 |
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