Innovatr Sp 500 Ult Etf etf/closed end shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Innovatr Sp 500 Ult Etf etf/closed end
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All positions including Innovatr Sp 500 Ult Etf etf/closed end held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 30k | 38.67 |
| 2025-06-30 | $1.2M | 33k | 37.57 |
| 2025-03-31 | $1.2M | 36k | 34.41 |
| 2024-12-31 | $2.1M | 60k | 35.20 |
| 2024-09-30 | $1.1M | 31k | 34.74 |
| 2024-06-30 | $251k | 7.5k | 33.60 |
| 2024-03-31 | $251k | 7.5k | 33.60 |
| 2023-12-31 | $14k | 444k | 0.03 |
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