Coldstream Capital Management »

Innovator Etfs Tr S&p 500 Pwr Bu shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management 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 Coldstream Capital Management 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 Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $794k 24k 33.38
2023-09-30 $745k 24k 31.31
2023-06-30 $753k 24k 31.67

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Coldstream Capital Management

Top funds holding Innovator Etfs Tr S&p 500 Pwr Bu

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Vantage Financial Partners
Lineweaver Wealth Advisors
Weaver Capital Management
McAdam
Strategic Wealth Partners
Advisor Group Holdings
Brookstone Capital Management
Branch Banking & Trust Company
HighTower Advisors
William Blair $ Company
Lincoln National
Andina Capital Management

View all funds holding Innovator Etfs Tr S&p 500 Pwr Bu