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

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

Historical chart of Todd Wealth Management 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 Todd 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 Todd Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $293k 7.0k 42.03

More positions owned by Todd Wealth Management

NVIDIA Corporation (NVDA)
Blackrock Science & Technolo SHS (BST)
Royce Micro Capital Trust (RMT)
Central Securities (CET)
Apple (AAPL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard World Inf Tech Etf (VGT)
Broadcom (AVGO)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Barings Corporate Investors (MCI)

View all positions for Todd Wealth Management

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

Brookstone Capital Management
Sovran Advisors
Kellett Schaffner Wealth Advisors
Signature
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Advisor Group Holdings
Central Valley Advisors
Kfg Wealth Management
Kestra Advisory Services
Concurrent Investment Advisors
Spire Wealth Management
Cetera Investment Advisers
Berkshire Money Management
Susquehanna International

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