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Innovator Etfs Trust shares owned by Elmwood Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Trust (KAUG) shares owned by Elmwood Wealth Management from 13F filings

Historical chart of Elmwood Wealth Management investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator Etfs Trust by Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $221k 9.2k 24.03
2024-12-31 $251k 10k 25.14

More positions owned by Elmwood Wealth Management

Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr TRS FLT RT BD (TFLO)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Innovator Etfs Trust Innovator Deepw (LOUP)
NVIDIA Corporation (NVDA)
Ishares Tr Shrt Nat Mun Etf (SUB)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Elmwood Wealth Management

Top funds holding Innovator Etfs Trust

Berkshire Money Management
Gradient Investments
First Heartland Consultants
SageView Advisory Group
William Blair $ Company
Commonwealth Equity Services
HighTower Advisors
Advisor Group Holdings
Berson & Corrado Investment Advisors
Kestra Advisory Services
Miller Financial Services
Harbour Investments
Cetera Investment Advisers
PFS Partners
Foundations Investment Advisors

View all funds holding Innovator Etfs Trust