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Innovator Etfs Trust shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Trust (IJUN) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $320k 11k 29.22
2025-09-30 $311k 11k 28.40
2025-06-30 $304k 11k 27.74

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View all positions for Phoenix Wealth Advisors

Top funds holding Innovator Etfs Trust

SageView Advisory Group
Cetera Investment Advisers
Berson & Corrado Investment Advisors
Fiduciary Financial Group
Berger Financial Group
Americana Partners
Commonwealth Equity Services
Commons Capital
SeaCrest Wealth Management
Kestra Advisory Services
Branch Banking & Trust Company
WPWealth
Advisor Group Holdings
Goldman Sachs Group
Red Crane Wealth Management

View all funds holding Innovator Etfs Trust