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
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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
Download as csvQuarterly 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 |
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