Arete Wealth Advisors »

Innovator Etfs Tr russell 2000 p shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KJAN) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Innovator Etfs Tr russell 2000 p

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr russell 2000 p held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr russell 2000 p by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $826k 21k 40.34
2025-06-30 $736k 20k 37.47
2025-03-31 $702k 20k 35.74
2024-12-31 $722k 19k 37.52
2024-09-30 $712k 19k 37.00
2024-03-31 $681k 19k 35.37
2023-12-31 $287k 8.4k 34.31

More positions owned by Arete Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Walt Disney Company (DIS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Innovator Etfs Tr russell 2000 p

PFS Partners
Long Island Wealth Management
Compass Advisory Group
Advisor Group Holdings
Commonwealth Equity Services
MBL Wealth
Cetera Investment Advisers
Berkshire Money Management
Raymond James Financial
William Blair $ Company
Principal Securities
Kestra Advisory Services
AdvisorNet Financial
Wealth Enhancement Advisory Services
LPL Financial

View all funds holding Innovator Etfs Tr russell 2000 p