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Innovator Etfs Tr shares owned by Long Island Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (KAPR) shares owned by Long Island Wealth Management from 13F filings

Historical chart of Long Island Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Long Island 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $366k 12k 30.78
2024-03-31 $370k 12k 31.12
2023-12-31 $347k 12k 29.18

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Innovator Etfs Tr

Personal Cfo Solutions
Commonwealth Equity Services
ODonnell Financial Services
Valtinson Bruner Financial Planning
Cetera Investment Advisers
Tradition Wealth Management
Kestra Advisory Services
Raymond James Financial Services Advisors
William Blair $ Company
SageView Advisory Group
Catalina Capital Group
Cambridge Investment Research Advisors
Berson & Corrado Investment Advisors
BKD Wealth Advisors
CWM

View all funds holding Innovator Etfs Tr