Cypress Wealth Services »

Innovator Etfs Tr s&p 500 pwr bu shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services 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 Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr bu by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $420k 12k 36.60
2023-12-31 $403k 12k 35.10
2023-09-30 $372k 12k 32.36
2023-06-30 $387k 12k 33.69
2023-03-31 $387k 12k 31.45

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Cypress Wealth Services

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
William Blair $ Company
MBL Wealth
Global Strategic Investment Solutions
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Lincoln National
Townsquare Capital
LPL Financial

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