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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

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Quarterly 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
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

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for SageView Advisory Group

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

Kellett Schaffner Wealth Advisors
Brookstone Capital Management
Envestnet Asset Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Central Valley Advisors
Old Mission Capital
Sageworth Trust Company
Branch Banking & Trust Company
Arete Wealth Advisors
Berger Financial Group
Spire Wealth Management

View all funds holding Innovatr Sp 500 Ult Etf etf/closed end