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

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

Historical chart of Riverchase 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 Riverchase 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 Riverchase Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $401k 10k 38.67
2025-03-31 $300k 8.7k 34.41

More positions owned by Riverchase Wealth Management

Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Wells Fargo & Company (WFC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec2026 (IBDR)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for Riverchase Wealth Management

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