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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management 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 Steel Peak Wealth Management 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $841k 20k 41.33

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Intel Corporation (INTC)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amgen (AMGN)
Ishares Tr Core Univrsl Usd (IUSB)
Micron Technology (MU)

View all positions for Steel Peak Wealth Management

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

Sovran Advisors
Kellett Schaffner Wealth Advisors
Signature
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Kfg Wealth Management
Advisor Group Holdings
Spire Wealth Management
Kestra Advisory Services
Central Valley Advisors
Cetera Investment Advisers
Envestnet Asset Management
Brookstone Capital Management
Branch Banking & Trust Company
Mml Investors Services

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