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Innovator Etfs Tr s&p 500 pwr bu shares owned by Crown Wealth Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr bu (PDEC) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group investment in Innovator Etfs Tr s&p 500 pwr bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr bu held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr bu by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $481k 13k 36.60
2023-12-31 $761k 22k 35.10
2023-09-30 $11M 333k 32.36
2023-06-30 $10M 299k 33.28
2023-03-31 $4.2M 135k 31.45
2022-12-31 $727k 24k 29.89

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)

View all positions for Crown Wealth Group

Top funds holding Innovator Etfs Tr s&p 500 pwr bu

Alliancebernstein
Strategic Wealth Partners
Brookstone Capital Management
Penserra Capital Management
HighTower Advisors
Commonwealth Equity Services
Advisor Group Holdings
Stephens
William Blair $ Company
MBL Wealth
Envestnet Asset Management
Global Strategic Investment Solutions
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Lincoln National

View all funds holding Innovator Etfs Tr s&p 500 pwr bu