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Innovator Etfs Tr shares owned by PRW Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (NJUL) shares owned by PRW Wealth Management from 13F filings

Historical chart of PRW Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $251k 5.0k 50.15
2023-06-30 $642k 19k 34.13
2023-03-31 $281k 5.8k 48.51
2022-12-31 $1.1M 35k 29.84
2022-09-30 $248k 5.9k 42.03

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Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW Wealth Management

Top funds holding Innovator Etfs Tr

Altfest L J & Co
Tradition Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
Outlook Wealth Advisors
Kestra Advisory Services
Onyx Bridge Wealth Group
Cambridge Investment Research Advisors
Susquehanna International
Raymond James Financial Services Advisors
Strategic Blueprint
Cypress Wealth Services
ODonnell Financial Services
Sequoia Financial Advisors

View all funds holding Innovator Etfs Tr