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Innovatr Sp 500 Ult Etf etf/closed end shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 437 34.74
2023-06-30 $31k 1.1k 29.31
2023-03-31 $29k 1.1k 27.50
2022-12-31 $28k 1.1k 26.40
2022-09-30 $27k 1.1k 25.40
2022-06-30 $28k 1.1k 26.34
2022-03-31 $76k 2.7k 28.44
2021-12-31 $169k 5.9k 28.66
2021-09-30 $30k 1.1k 28.22

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

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