Innovatr Sp 500 Ult Etf etf/closed end shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Innovatr Sp 500 Ult Etf etf/closed end (USEP) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Innovatr Sp 500 Ult Etf etf/closed end
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Quarterly reported holdings in Innovatr Sp 500 Ult Etf etf/closed end by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $220k | 6.2k | 35.20 |
| 2024-09-30 | $217k | 6.2k | 34.74 |
| 2024-06-30 | $211k | 6.2k | 33.78 |
| 2024-03-31 | $206k | 6.2k | 32.95 |
| 2023-12-31 | $195k | 6.2k | 31.32 |
| 2023-09-30 | $183k | 6.2k | 29.27 |
| 2023-06-30 | $183k | 6.2k | 29.31 |
| 2023-03-31 | $172k | 6.2k | 27.50 |
| 2022-12-31 | $165k | 6.2k | 26.40 |
| 2022-09-30 | $159k | 6.2k | 25.49 |
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