EP Wealth Advisors »

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

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

Historical chart of EP 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 EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 8.6k 37.07

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Innovator Etfs Tr russell 2000 p

Berkshire Money Management
Compass Advisory Group
PFS Partners
Commonwealth Equity Services
ODonnell Financial Services
Cetera Investment Advisers
Stephens
MBL Wealth
Long Island Wealth Management
Gradient Investments
Cary Street Partner Investment Advisory
Advisor Group Holdings
Principal Securities
Hanson McClain Advisors
AdvisorNet Financial

View all funds holding Innovator Etfs Tr russell 2000 p