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Innovator Etfs Trust shares owned by Welch Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Trust shares owned by Welch Financial Planning from 13F filings

Historical chart of Welch Financial Planning investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4M 162k 21.19

More positions owned by Welch Financial Planning

Boeing Company (BA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Divid Etf (DIVB)
Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Equity Dual Dirc
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

Top funds holding Innovator Etfs Trust

Advisor Group Holdings
Commonwealth Equity Services
Welch Financial Planning
National Asset Management
Cetera Investment Advisers
Rothschild Investment
Miracle Mile Advisors
Hartland & Co
Harbour Investments
Kingswood Wealth Advisors
Centaurus Financial
Jane Street
Visionary Wealth Advisors
Brookstone Capital Management
UMA Financial Services

View all funds holding Innovator Etfs Trust