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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Sonoma Allocations

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

Historical chart of Sonoma Allocations 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 Sonoma Allocations 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 Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2025-09-30 $346k 9.0k 38.56

More positions owned by Sonoma Allocations

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Goldman Sachs Physical Gold Unit (AAAU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Wisdomtree Tr European Opportu (OPPE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)

View all positions for Sonoma Allocations

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