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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

Tip: Access up to 7 years of quarterly data

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
2023-12-31 $14k 444k 0.03

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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

SageView Advisory Group
Royal Bank of Canada
Archer Investment Corp
Advisor Group Holdings
Kfg Wealth Management
Sageworth Trust Company
Brookstone Capital Management
Kestra Advisory Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Arete Wealth Advisors
Branch Banking & Trust Company
Outlook Wealth Advisors
Strategic Blueprint
Central Valley Advisors

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