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Innovator Etfs Tr msci eafe pwr shares owned by PRW Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr msci eafe pwr (IJUL) shares owned by PRW Wealth Management from 13F filings

Historical chart of PRW Wealth Management investment in Innovator Etfs Tr msci eafe pwr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr msci eafe pwr held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr msci eafe pwr by PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $369k 15k 25.07
2023-03-31 $343k 13k 26.02
2022-09-30 $228k 11k 21.31

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW Wealth Management

Top funds holding Innovator Etfs Tr msci eafe pwr

Lantz Financial
Advisor Group Holdings
HighTower Advisors
Berger Financial Group
William Blair $ Company
Commonwealth Equity Services
Global Strategic Investment Solutions
Berson & Corrado Investment Advisors
HFG Wealth Management
Envestnet Asset Management
Bedel Financial Consulting
Stratos Wealth Advisors
BKD Wealth Advisors
Mml Investors Services
Cetera Investment Advisers

View all funds holding Innovator Etfs Tr msci eafe pwr