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Innovator Etfs Tr shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (ISEP) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 9.6k 28.98
2024-06-30 $261k 9.6k 27.22
2024-03-31 $261k 9.6k 27.23
2023-12-31 $250k 9.6k 26.14

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Straight Path Wealth Management

Top funds holding Innovator Etfs Tr

Ferguson Shapiro
Raymond James & Associates
Janney Montgomery Scott
Kfg Wealth Management
Susquehanna International
Fragasso
Berson & Corrado Investment Advisors
Steward Partners Investment Advisory
Envestnet Asset Management
Kestra Advisory Services
Bright Futures Wealth Management
We Are One Seven
Lantz Financial
WPWealth
Old Mission Capital

View all funds holding Innovator Etfs Tr