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Invtr Eq D Di 15 B Etf - Jul shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Invtr Eq D Di 15 B Etf - Jul (DDFL) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Invtr Eq D Di 15 B Etf - Jul

Tip: Access up to 7 years of quarterly data

All positions including Invtr Eq D Di 15 B Etf - Jul held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invtr Eq D Di 15 B Etf - Jul by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 11k 21.23

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mth Treasury (SGOV)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Virtus Etf Tr Ii Virtus Us Qlty (JOET)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Invtr Eq D Di 15 B Etf - Jul

Centaurus Financial
Commonwealth Equity Services
Southland Equity Partners
Berson & Corrado Investment Advisors
Harbour Investments
Diligent Investors
Signature
Welch Financial Planning
Farther Finance Advisors
Goss Wealth Management
Retirement Guys Formula
Pensionmark Financial Group
Cetera Investment Advisers
Kfg Wealth Management
Susquehanna International

View all funds holding Invtr Eq D Di 15 B Etf - Jul