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Innovator Etfs Tr s&p 500 pwr bu shares owned by Cypress Financial Planning

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

Historical chart of Cypress Financial Planning 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 Cypress Financial Planning 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 Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $464k 13k 36.60
2023-12-31 $213k 6.1k 34.76
2023-09-30 $390k 12k 32.36
2023-06-30 $424k 13k 33.30
2023-03-31 $402k 13k 31.49
2022-12-31 $430k 15k 29.77
2022-09-30 $308k 11k 28.47
2022-06-30 $311k 11k 28.75

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

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