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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Plum Street Advisors

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

Historical chart of Plum Street 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 Plum Street 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 Plum Street Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 5.4k 39.33
2025-09-30 $209k 5.4k 38.67

More positions owned by Plum Street Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr 3yrtb Etf (ISHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Plum Street Advisors

Top funds holding Innovatr Sp 500 Ult Etf etf/closed end

Brookstone Capital Management
Kellett Schaffner Wealth Advisors
Sovran Advisors
Signature
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Advisor Group Holdings
Kfg Wealth Management
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