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Innovatr Sp 500 Ult Etf etf/closed end shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group 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 Worth Financial Advisory Group 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 Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $200k 6.4k 31.32

More positions owned by Worth Financial Advisory Group

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Worth Financial Advisory Group

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

SageView Advisory Group
Royal Bank of Canada
Archer Investment Corp
Advisor Group Holdings
Kfg Wealth Management
Sageworth Trust Company
Brookstone Capital Management
Kestra Advisory Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Arete Wealth Advisors
Branch Banking & Trust Company
Outlook Wealth Advisors
Strategic Blueprint
Central Valley Advisors

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