Innovator Etfs Tr s&p 500 pwr shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PSEP) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Innovator Etfs Tr s&p 500 pwr
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $427k | 12k | 36.50 |
| 2023-12-31 | $593k | 17k | 34.76 |
| 2023-09-30 | $497k | 15k | 32.40 |
| 2023-06-30 | $401k | 12k | 32.71 |
| 2023-03-31 | $376k | 12k | 30.68 |
| 2022-12-31 | $359k | 12k | 29.25 |
| 2022-09-30 | $341k | 12k | 27.80 |
| 2022-06-30 | $236k | 8.4k | 28.09 |
| 2022-03-31 | $253k | 8.4k | 30.11 |
| 2021-12-31 | $255k | 8.4k | 30.35 |
Top funds holding Innovator Etfs Tr s&p 500 pwr
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