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Innovator Etfs Tr russell 2000 p shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KJAN) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Innovator Etfs Tr russell 2000 p

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All positions including Innovator Etfs Tr russell 2000 p held by Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 7.0k 41.42

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Innovator Etfs Tr russell 2000 p

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

View all funds holding Innovator Etfs Tr russell 2000 p