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Innovator Equity Defined Protection Etf - 2 Yr To January 2026 shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Innovator Equity Defined Protection Etf - 2 Yr To January 2026 shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Innovator Equity Defined Protection Etf - 2 Yr To January 2026

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All positions including Innovator Equity Defined Protection Etf - 2 Yr To January 2026 held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Equity Defined Protection Etf - 2 Yr To January 2026 by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 11k 24.90

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Microsoft Corporation (MSFT)
Apple (AAPL)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Travelers Companies (TRV)

View all positions for Milestone Asset Management

Top funds holding Innovator Equity Defined Protection Etf - 2 Yr To January 2026

Commonwealth Equity Services
Kingsview Wealth Management
Susquehanna International
Kfg Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brookstone Capital Management
HighTower Advisors
Cambridge Investment Research Advisors
Vantage Financial Partners
Lakeview Capital Partners
Mutual Advisors
Lincoln National
Milestone Asset Management
Chicago Partners Investment
Beacon Financial Advisory

View all funds holding Innovator Equity Defined Protection Etf - 2 Yr To January 2026