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Innovator Etfs Tr russell 2000 p shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KJAN) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr russell 2000 p by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $281k 7.5k 37.35
2024-09-30 $401k 11k 37.07
2024-06-30 $384k 11k 34.91
2024-03-31 $343k 9.7k 35.37

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Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
T Rowe Price Etf Cap Appreciation (TCAF)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)

View all positions for Beacon Financial Advisory

Top funds holding Innovator Etfs Tr russell 2000 p

PFS Partners
Compass Advisory Group
Stephens
Commonwealth Equity Services
Berkshire Money Management
Long Island Wealth Management
MBL Wealth
Advisor Group Holdings
Kestra Advisory Services
Cetera Investment Advisers
AdvisorNet Financial
Principal Securities
David R. Rahn Inc. dba Avalon Capital Management
Investment Management Corp
HighTower Advisors

View all funds holding Innovator Etfs Tr russell 2000 p