WealthPlan Investment Management »

Innovator Etfs Trust shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Innovator Etfs Trust (APOC) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by WealthPlan Investment 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 Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $566k 22k 25.47

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Innovator Etfs Trust

Raymond James Financial
Pachira Investments
Cambridge Investment Research Advisors
Weaver Capital Management
AE Wealth Management
HighTower Advisors
Centaurus Financial
Feltz Wealth PLAN
Beck Capital Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Cetera Investment Advisers
Kfg Wealth Management
Pinnacle Financial Partners
Brookstone Capital Management
Advisor Group Holdings

View all funds holding Innovator Etfs Trust