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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $130k 3.4k 38.67
2025-06-30 $124k 3.4k 36.86
2025-03-31 $147k 4.3k 34.41
2024-12-31 $150k 4.3k 35.20
2024-09-30 $148k 4.3k 34.74
2024-06-30 $114k 3.4k 33.78
2024-03-31 $111k 3.4k 32.95
2023-12-31 $106k 3.4k 31.32